The Timothy Plan® (Investing with Values)

Forms
for the Timothy Plan family of funds

Applications

Thank you for interest in the Timothy Plan Family of Funds. Prospectus and shareholder reports for the Timothy Plan Family of Funds are available in electronic format here. You can read them online, using a supported browser and the Adobe Acrobat™ Reader Plug-In.

IMPORTANT INFORMATION:
The advertisement is not, and shall not be considered a solicitation to sell or an invitation to purchase any fund(s) or class(es) of shares not registered in your state. Check for fund availability in your state.

Shares of the Timothy Plan funds are offered for sale exclusively in the United States. While you may obtain prospectuses and other information about our funds at this web site, our funds are not registered or offered in any other country. At present, the Timothy Plan will mail prospectuses and other information exclusively to U.S. addresses. New accounts will be accepted only from persons legally domiciled within the United States.

Document Description & Contents

Fund Availability

Education Savings Account

Coverdell Education Savings Account Kit

Coverdell Disclosure Statements
Coverdell Custodial Agreements
New Account Adoption Agreement (Coverdell A)
Transfer Request Form (Coverdell B)

Individual Retirement Plans

Traditional & SEP IRA Kit

Traditional Disclosure Statements
Traditional Custodial Agreements
New Account Application (IRA A)
Request for Transfer Form (IRA B)
Request for Direct Rollover Form (IRA C)
5305-SEP Agreement Form

Roth Kit

Roth Disclosure Statements
Roth Custodial Agreements
New Account Application (Roth A)
Transfer or Conversion Form (Roth B)

Employer Sponsored Plans (less than 100 employees)

SEP IRA Kit (part of Traditional & SEP IRA Kit)

Traditional Disclosure Statements
Traditional Custodial Agreements
New Account Application ( IRA A)
Request for Transfer Form (IRA B)
Request for Direct Rollover Form ( IRA C)
5305-SEP Agreement Form

SIMPLE IRA Kit

SIMPLE Disclosure Statement
SIMPLE Custodial Agreement
Adoption & Salary Reduction Form (Simple A)
Request for Transfer Form (IRA B)
Adoption Agreement (Simple C)

Employer Sponsored Plans (any size companies)

401(k) Plan Kit

Please contact your third party administration firm to ascertain whether the Timothy Plan is on their platform, or contact the Timothy Plan for a current list of third party administration firms that utilize the Timothy Plan family of funds at (800) 846-7526.

Tax-Exempt Plans

403(b)(7) for schools and churches Kit

403(b)(7) Disclosure Statements
403(b)(7) Custodial Agreements
New Account Adoption Agreement (403b form A)
Salary Reduction Agreement (403b form B)
Request for Transfer Form (403b form C)
Special Instructions From (403b form D)
Employer Adoption Agreement (403b form E)

Investment Forms (only)

New Account Application (form A)

Account Transfer Form (form B)

Coverdell Education Savings Account

New Account Adoption Agreement (Coverdell A)

Transfer Request Form (Coverdell B)

Distribution / Withdrawal Request Form (Coverdell C)

Designation or Change of Death Beneficiary (Coverdell D)

Traditional or SEP IRA

New Account & Conversion Application (IRA A)

Request for Transfer Form (IRA B)

Request for Direct Rollover Form (IRA C)

Roth IRA

New Account Application (Roth A)

Transfer or Conversion Form (Roth B)

SIMPLE IRA

New Account Application (Simple A)

Request for Transfer Form (Simple B)

Adoption Agreement (Simple C)

403(b)(7) for schools and churches

New Account Adoption Agreement (403b A)

Salary Reduction Agreement (403b B)

Request for Transfer Form (403b C)

Special Instructions Form (403b D)

Employer Adoption Agreement (403b E)

Special Request Forms

Qualified & Non-Qualified Account Forms

Automatic Investment Plan (Special Request A)

Letter of Intent (Special Request B)

Donor/Donee Transfer of Shares (Special Request C)

Systematic Portfolio Change (Special Request D)

Account for Minors (Special Request E)

Distribution Request Form (Special Request F)

Qualified Account Forms

Employer Sponsored Transmittal (Special Request S)

Change of Beneficiaries (Special Request T)

Non-Qualified Account Forms

Transfer on Death (TOD) Registration (Special Request L)

Change of Custodian (Special Request M)

Change of Account Registration (Special Request N)

PRIVACY POLICY
The following is a description of the Funds’ policies regarding disclosure of nonpublic personal information that you provide to the Funds or that the Funds collect from other sources. In the event that you hold shares of the Funds through a broker-dealer or other financial intermediary, the privacy policy of your financial intermediary would govern how your nonpublic personal information would be shared with nonaffiliated third parties. Categories of Information the Funds Collect. The Funds collect the following nonpublic personal information about you:

Information the Funds receive from you on or in applications or other forms, correspondence, or conversations (such as your name, address, phone number, social security number, assets, income and date of birth); and

Information about your transactions with the Funds, their affiliates, or others (such as your account number and balance, payment history, parties to transactions, cost basis information, and other financial information).

Categories of Information the Funds Disclose.
The Funds do not disclose any nonpublic personal information about their current or former shareholders to unaffiliated third parties, except as required or permitted by law. The Funds are permitted by law to disclose all of the information they collect, as described above, to their service providers (such as the Funds’ custodian, administrator and transfer agent) to process your transactions and otherwise provide services to you.

Confidentiality and Security.
The Funds restrict access to your nonpublic personal information to those persons who require such information to provide products or services to you. The Funds maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Download, request online, call 1-800-846-7526 or ask your financial representative for a free prospectus for any Timothy Plan® fund, which contains more complete information about the management company, management fees, charges and expenses. Please read it carefully, before investing, to consider the investment objectives, risks, charges and expenses. The Timothy Plan is distributed by Timothy Partners, Ltd. Member FINRA.

The Timothy Plan
1055 Maitland Center Commons, #100
Maitland, Florida 32751
(800) TIM PLAN

Copyright © 2006 Timothy Partners, Ltd. - All rights reserved.
The Timothy Plan name and logo are registered trademarks ® for the Timothy Plan, 1995.

Timothy Plan® family of funds may be offered and sold only to U.S. investors, and the information on this website is intended only for such persons. The information on this website is not an offer to sell or a solicitation of an offer to buy, any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale may not lawfully be made. Past performance is no guarantee of future results. Yield, share price and investment return of mutual funds fluctuate such that an investor may receive more or less than original cost upon redemption. Mutual fund shares are not insured or guaranteed by the U.S. government.

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