Literature Request Form

 

Contact Information

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Materials

Please indicate what materials you would like for us to mail you:
(The following kits include applications)

Prospectus Investment Kit
Traditional & SEP Retirement Account Kit
Traditional IRA:
Available to all US citizens who have earned income.  Depending on your income level, you may or may not be able to deduct your contributions from your current-year income, and therefore reduce your tax obligation this year.  Growth (profit) is taxed when distributions are taken from an IRA.

IRA-SEP:  
Designed as a retirement vehicle for small employers who wish to provide an employer-funded retirement plan for their employees and themselves.
Roth IRA Account Kit

Persons with earned income that does not exceed a specified level may initiate a Roth IRA.  There are no current-year tax advantages, but under existing statutes, Roth accounts grow tax-exempt (profits are not taxed at distribution).
SIMPLE IRA Account Kit

A retirement plan created for small businesses owners that desire to establish a plan that allows both employer and employee contributions, but is relatively inexpensive to administer.
Coverdell Education Savings Account Kit

Formerly called an Education IRA, is designed to help pay for a child's elementary, secondary, and postsecondary education expenses, including tuition, fees, books, certain room and board, computers, and related equipment expenses.
403(b) Pension Plan Kit
A retirement plan (often referred to as a tax-deferred annuity) is created to provide a special retirement package for persons working for not-for-profit organizations.
Charitable Gift Annuity Brochure
A contractual arrangement between you and a charity. You make an irrevocable gift of cash, securities, or real estate (minimum $10,000) in exchange for guaranteed payments, with the remaining value benefiting your favorite charity at your death.
Other


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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.

HEADQUARTERS

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

SHAREHOLDER SERVICES

The Timothy Plan
c/o Unified Fund Services, Inc.
Post Office Box 6110
Indianapolis, Indiana 46206-6110
(800) 662-0201

Copyright © 2007 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.