Congratulations! Now that you are retired, we have a few reminders for you:
- If you are 65 or older and still haven't applied for your Medicare card, now is the time to do so.
- If you are not yet 65 and eligible for Medicare, you may have access to Episcopal Church Medical Trust health plans through your diocese.
- Remember to continue taking advantage of the Internal Revenue Service's housing exclusion for clergy. For information and tax forms:
1. Download this one-page fact sheet (CPF Form B), Federal Income Tax Status of Church Pension Fund Benefits
2. Download IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments - Download A Guide to Your Benefits: Now And In The Future for details about your pension plan.
- If you can, continue to save during retirement. See information about Church Life Annuities.
- If you do not have long term care insurance, think about whether you need this coverage now.
*Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.