Left Navigation

 

Forms & Publications

 

To request a copy by mail, check the box next to the title and click 

Clergy Pension Publications

  Title What is This For? Pgs
A Guide to Clergy Benefits Effective January 1, 2018 - Guide to Clergy Benefits under the Clergy Pension Plan

50

2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns) Guide for filing personal taxes for clergy

76

Retirement Benefits & Savings Options for Clergy - International For U.S. citizens and U.S. resident aliens who have service inside and outside the U.S.

2

Back to Top

 

To request a copy by mail, check the box next to the title and click 

Clergy Pension Forms

Title What is This For? Contact Information
Employment Change Form - 2018 New Assignment and Compensation Changes Report employment and compensation changes for changes effective on or after January 1, 2018.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

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

Employment Change Form - 2018 New Assignment and Compensation Changes Report employment and compensation changes for changes effective on or after January 1, 2018.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

New Assignment Notice - 2017 To update your pension information when you take a new job effective on or before December 31, 2017

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Report of Change in a Cleric's Compensation - 2017 To report a change in your compensation effective on or before December 31, 2017

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Application for Retirement (Replacement form only) Replacement application to receive retirement benefits under The Church Pension Fund Clergy Pension Plan effective January 1, 2018. 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.

Clergy Information Request Form To register your information with CPG when you are ordained

Recorder of Ordinations
The Church Pension Fund
19 East 34th Street
New York, NY 10016

Extension of Ministry To protect pension benefits during ministry in a non-church organization

The Church Pension Fund
19 East 34th Street
New York, NY 10016

Pre-Retirement Survivor Benefit Beneficiary Designation Form For active clergy to designate a pension beneficiary

The Church Pension Fund
19 East 34th Street
New York, NY 10016

Back to Top

 

To request a copy by mail, check the box next to the title and click 

Retirement Savings Plan (RSVP) Forms

Title What is This For? Contact Information
Employment Change Form - 2018 New Assignment and Compensation Changes Report employment and compensation changes for changes effective on or after January 1, 2018.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

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

Clergy Employee Application: RSVP Clergy application for membership in this 403(b) plan

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016

Lay Employee Application: RSVP Lay application for membership in this 403(b) plan

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016

Employer Adoption Agreement (RSVP) Agreement form for employers to participate in RSVP plan

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016

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

RSVP Beneficiary Form To name a beneficiary to the RSVP plan

The Church Pension Fund
Attn: Client Services
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

Back to Top

 

To request a copy by mail, check the box next to the title and click 

Retirement Savings Plan (RSVP) Publications

  Title What is This For? Pgs
N/A Description of Retirement Options on Annuities Retirement Options on Annuities Option Descriptions

1

RSVP & Lay DC Plan Employee Guide Your guide to getting started investing

36

Employers' Guide: Retirement Savings Plan (RSVP) & Lay DC Plan RSVP & Lay DC Plan description and applications

16

Fund Performance: Retirement Savings Plan (RSVP) Quarterly results

4

N/A Stable Value Option Fact Sheet Fund description

2

Your Account in Transition If you are leaving your job: options for your RSVP or Lay Defined Contribution account

3

Your Retirement Account in Transition If you are retiring: Options for your RSVP or Defined Contribution Pension account

4

Back to Top

 

To request a copy by mail, check the box next to the title and click 

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.

QDRO Procedures - DB Plan 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 - Separate Interest - Clergy Pension Plan Model order for separate interest QDRO

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

Back to Top

 


* Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.

Pensions Disclaimer