Church Pension Group : Pensions

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Pensions

Lay Pension and RSVP Plans
Clergy Pensions
Defined Benefit Plan (Lay)
Defined Contribution Plan (Lay)
Pension-Related Divorce Forms: Clergy
Pension-Related Divorce Forms: Lay Employees

**Lay Pension and RSVP Plans**
Title	PDF	Mail	What is this for?	Mailing Instructions
Employer Adoption Agreement (RSVP)			Agreement form for employers to participate in RSVP plan
Participant Change Form: 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			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			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 Notice Template (Clergy)
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)			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			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.]			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			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			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			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			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)			To calculate housing exclusion for retirees
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			To help make sure you know to send all the documents necessary to process your retirement.
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			For active clergy to designate a pension beneficiary	3

**Defined **Benefit** Plan (Lay)**
Title	PDF	Mail	What is this for?	Mailing Instructions
Assessment Notice Template (Lay)
Defined Benefit Retirement Plan Employee 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			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			Plan description and applications
Defined Contribution Retirement Plan Employee 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			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			To request a hardship withdrawal from your lay pension or RSVP account
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			Details about new IRS regulations for 403(b) plans
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			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			Details about your benefits and options in the event of divorce	3 pp.
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			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)			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			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			Steps for determining spousal benefits in the event of divorce	See form for addresses
QDRO Procedures for Lay Employees Defined Benefit Plan				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)			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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