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Church Life Annuity Forms

Title What is This For? Contact Information
Interest Accumulation Fund Account Withdrawal Form Interest Accumulation Fund Account Withdrawal Form

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

Direct Deposit of Church Life Annuity Benefit Direct Deposit of Church Life Annuity Benefit Form

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

Deferred Annuity Contract Withdrawal Form Deferred Annuity Contract Withdrawal Form

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

State Form W-4P for Annuity Payments 2016 State tax withholding form W-4P for annuity payments

The Church Pension Group
c/o Client Services
19 East 34th Street
New York, NY 10016

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Church Life Annuity Publications

Title What is This For? Pgs
Tax Withholding Directions 2016 Letter detailing state requirements for tax withholding on annuity payments

1

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Retirement Savings Plan (RSVP) Forms

Title What is This For? Contact Information
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

Clergy Participant Change Form To change name, status, salary, and address on an RSVP account, DC pension plan, or DB pension plan.

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

Lay Participant Change Form To change name, status, salary, and address on an RSVP account, Lay DC pension plan, or Lay DB pension plan.

The Church Pension Fund
Attn: Client Services
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

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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 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

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Annuities are offered by Church Life Insurance Corporation, 19 East 34th Street, New York, NY 10016.

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