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Pensions

 

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Lay Pension and RSVP Plans  
Title PDF Mail What is this for? Mailing Instructions
Employer Adoption Agreement (RSVP) Employer Adoption Agreement (RSVP) Agreement form for employers to participate in RSVP plan   
Participant Change Form:
For Lay Pension and RSVP Plans
Participant Change Form:<br/>For Lay Pension and RSVP Plans For lay employees: to change name, status, salary, and address on RSVP account and Lay Defined Contribution pension plan.  Pension Services
The Church Pension Group
445 Fifth Avenue
New York, NY 10016 


Clergy Pensions  
Title PDF Mail What is this for? Mailing Instructions
Marriage After Retirement Application for Surviving Spouse Option Marriage After Retirement Application for Surviving Spouse Option To appoint beneficiary in the case of marriage after retirement  Pension Services The Church Pension Fund 445 Fifth Avenue New York, NY 10016 or fax to (212) 592-9429 
Report of Change in Your Compensation or Duties Report of Change in Your Compensation or Duties To report a change in your compensation  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016
or fax to (212) 592-9429 
Assessment Letter Assessment Letter    
Assessment Notice Template (Clergy) Assessment Notice Template (Clergy)    
New Assignment Notice New Assignment Notice To update your pension information when you take a new job  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016
or fax to (212) 592-9429 
Application for Retirement
(Replacement form only)
Application for Retirement <br/>(Replacement form only) Replacement application to receive retirement benefits under the Church Pension Fund Clergy Pension Plan. Call (866) 802-6333 M-F ET for a complete retirement packet.  One of several forms in your retirement packet. By itself, this application will not initiate your retirement.  
Federal Income Tax Withholding Form W4P Federal Income Tax Withholding Form W4P To instruct your employer on Federal income tax withholding   
Application for an Exception to the Rules for Work After Retirement [For bishops to submit with a letter of request.] Application for an Exception to the Rules for Work After Retirement [For bishops to submit with a letter of request.] To request an exception to pension rules for work after retirement  The Rev. Patricia M. Coller
The Committee on Ecclesiastical Offices Held by Beneficiaries of the Fund
The Church Pension Fund
445 Fifth Avenue, 4th Floor
New York, New York 10016 
Clergy Information Request Form Clergy Information Request Form To register your information with CPG when you are ordained  Recorder of Ordinations
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
CPF State Withholding Form W-4P CPF State Withholding Form W-4P To withhold state taxes from your monthly pension benefit  The Church Pension Fund
c/o Pension Services
445 Fifth Avenue
New York, NY 10016 
Direct Deposit Authorization Form Direct Deposit Authorization Form To receive your monthly pension benefit by direct deposit  The Church Pension Fund
C/o Pension Services
445 5th Avenue
NY, NY 10016
 
Extension of Ministry Extension of Ministry To protect pension benefits during ministry in a non-church organization  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Federal Income Tax Status of Church Pension Fund Benefits
(CPF Form B)
Federal Income Tax Status of Church Pension Fund Benefits<br />(CPF Form B) To calculate housing exclusion for retirees   
Graduate Waiver Graduate Waiver To waive pension assessments during graduate study  Pastoral Care/Education Group
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Retirement Return Checklist Retirement Return Checklist To help make sure you know to send all the documents necessary to process your retirement.   
Personal Status/Changes Personal Status/Changes To update your contact information and report marriage, births, etc.  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016
or fax to (212) 592-9429 
Preretirement Survivor Benefit Beneficiary Designation Form Preretirement Survivor Benefit Beneficiary Designation Form For active clergy to designate a pension beneficiary 


Defined Benefit Plan (Lay)  
Title PDF Mail What is this for? Mailing Instructions
Assessment Notice Template (Lay) Assessment Notice Template (Lay)    
Defined Benefit Retirement Plan
Employee Application For Membership
Defined Benefit Retirement Plan  <strong>Employee</strong> Application For Membership For an employee to join the DB pension plan  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Defined Benefit Retirement Plan Beneficiary Designation Form Defined Benefit Retirement Plan Beneficiary Designation Form To name a beneficiary to the DB pension plan  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 


Defined Contribution Plan (Lay)  
Title PDF Mail What is this for? Mailing Instructions
Employers' Guide: Lay Defined Contribution Retirement Plan Employers' Guide: Lay Defined Contribution Retirement Plan Plan description and applications   
Defined Contribution Retirement Plan
Employee Application For Membership
Defined Contribution Retirement Plan  <strong>Employee</strong> Application For Membership For an employee to join the DC pension plan  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Defined Contribution Retirement Plan Beneficiary Designation Form Defined Contribution Retirement Plan Beneficiary Designation Form To name a beneficiary to the DC pension plan  Pension Services
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Hardship Withdrawal Form Hardship Withdrawal Form To request a hardship withdrawal from your lay pension or RSVP account   
Loan Request Form Loan Request Form To request a loan from your RSVP or lay defined contribution pension plan   
New 403(b) Regulations for Employers: Frequently Asked Questions New 403(b) Regulations for Employers: Frequently Asked Questions Details about new IRS regulations for 403(b) plans   
Sample Annual Notice Letter Sample Annual Notice Letter Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension   


Pension-Related Divorce Forms: Clergy  
Title PDF Mail What is this for? Mailing Instructions
Consent Form Consent Form Authorizes CPF to give your pension information to your attorney  Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Divorce and Your Pension Divorce and Your Pension Details about your benefits and options in the event of divorce  3 pp. 
Former Spouse Option Election Form Former Spouse Option Election Form To provide a survivor's benefit to a former spouse  Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
QDRO Procedures for Clergy QDRO Procedures for Clergy Steps for determining spousal benefits in the event of divorce  Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
QDRO: Model Form for Clergy
(Microsoft Word RFT format)
QDRO: Model Form for Clergy (Microsoft Word RFT format) To divide your retirement benefit with a former spouse  Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
Revocation of Former Spouse Form Revocation of Former Spouse Form To revoke benefit from former spouse  Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 


Pension-Related Divorce Forms: Lay Employees  
Title PDF Mail What is this for? Mailing Instructions
QDRO Procedures and Model for Lay Employees
Defined Contribution Plan
QDRO Procedures and Model for Lay Employees <b>Defined Contribution Plan</b> Steps for determining spousal benefits in the event of divorce  See form for addresses 
QDRO Procedures for Lay Employees
Defined Benefit Plan
QDRO Procedures for Lay Employees <b> Defined Benefit Plan</b>   Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 
QDRO: Model Form for Lay Employees
Defined Benefit Plan
(Microsoft Word RFT format)
QDRO: Model Form for Lay Employees  <b>Defined Benefit Plan</b> (Microsoft Word RFT format) To divide your retirement benefit with a former spouse  Renee Ward, Esq.
The Church Pension Fund
445 Fifth Avenue
New York, NY 10016 


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