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Checklist for Active Clergy

To protect your pension benefits 

  • Make sure your parish or other employer pays your assessments in full and on time.
  • Review your Annual Certificate every year and call us if you have any questions or find any discrepancies.
  • Review your Personal Information Summary every year and contact us with any corrections or questions.
  • Contact us if:
    • you change jobs or are between cures.
    • you marry, divorce, or if your spouse dies.
    • a dependent child under age 25 is, or becomes, disabled.
    • if you exercise your ministry outside the Episcopal Church
    • if you become a parent
    • if you move
  • Develop a comprehensive retirement plan that includes other sources of income, such as Social Security, personal savings, and investments.
Forms View
Report of Change in Your Compensation or Duties
Personal Status/Changes
New Assignment Notice

How to reach us

Call (866) 802-6333
8:30 a.m. to 8 p.m. (Eastern)
Monday - Friday
Or email us