Forms & Publications

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Church Life Annuity Forms
Title
What is this for?
Contact Information
Interest Accumulation Fund Account Withdrawal Form
Interest Accumulation Fund Account Withdrawal Form
Church Life Insurance Corporation 19 East 34th Street New York, NY 10016
Direct Deposit of Church Life Annuity Benefit
Direct Deposit of Church Life Annuity Benefit Form
Church Life Insurance Corporation 19 East 34th Street New York, NY 10016
Deferred Annuity Contract Withdrawal Form
Deferred Annuity Contract Withdrawal Form
Church Life Insurance Corporation 19 East 34th Street New York, NY 10016
Retirement Savings Plan (RSVP) Forms
Title
What is this for?
Contact Information
Employment Change Form
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
Personal Information Change Form
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Employee Enrollment Form Defined Contribution (RSVP and Lay DC) Plans
For an employee to join the Lay DC plan or RSVP
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Adoption Agreement for the RSVP
For employers to adopt The Episcopal Church Retirement Savings Plan (RSVP) or amend an existing adoption of that plan.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Fidelity PSW New User Request Form
For access to PSW contribution remittance platform for Lay DC and RSVP remittances
Life/Annuities Beneficiary Form - Group & Individual Life and Annuities only
Name your life insurance beneficiary
Church Life Insurance Corporation 19 East 34th Street New York, NY 10016
Sample Annual Notice Letter
Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension
Retirement Savings Plan (RSVP) Publications
Title
What is this for?
Pages
Mail It
RSVP & Lay DC Plan Employee Guide
Your guide to getting started investing
12
RSVP & Lay DC Investment Options Guide
Information about your investment options as participant in the RSVP & Lay DC
32
Fund Performance Retirement Savings Plan (RSVP)
Quarterly results
4
Divorce & Marriage Forms
Title
What is this for?
Contact Information
Splitting Your Pension Upon Divorce - Clergy DB
Information about how a QDRO can be used to split DB pension benefits due to a divorce.
Splitting Your Pension Upon Divorce - Lay DB
Information about how a QDRO can be used to split pension benefits due to a divorce.
QDRO Procedures - DB Plan (Clergy and Lay)
Determination process for approval of a qualified domestic relations order (QDRO).
Model QDRO - Shared Payment - Clergy Pension Plan
Model order for shared payment QDRO
Model QDRO - Shared Payment - Lay DB Plan
Model order for shared payment QDRO
Model QDRO - Separate Interest - Clergy Pension Plan
Model order for separate interest QDRO
Model QDRO - Separate Interest - Lay DB Plan
Model order for separate interest QDRO
QDRO Procedures and Model – RSVP & Lay DC Plan
Steps for determining spousal benefits in the event of divorce
The Church Pension Fund c/o Legal Department 19 East 34th Street New York, NY 10016 E-mail: QDRO@cpg.org Fax: (212) 592-9428
Consent Form
Authorizes CPF to give your pension information to your attorney or to someone else.
Legal Department The Church Pension Fund 19 East 34th Street New York, NY 10016 QDRO@cpg.org Fax: (212) 592-9428
Revocation of Former Spouse Option Form
To revoke benefit from former spouse
Client Services Operations The Church Pension Fund 19 East 34th Street New York, NY 10016 benefits@cpg.org Fax: (877) 432-9274
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Annuities are offered by Church Life Insurance Corporation, 19 East 34th Street, New York, NY 10016.

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