Left Navigation

 

Forms & Publications

 

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

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 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 

Lay Defined Contribution Plan Forms

Title What is This For? Contact Information
Defined Contribution Plan Employee Application for Membership For an employee to join the DC pension plan

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

Defined Contribution Retirement Plan Adoption Agreement Adoption agreement for employers

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

Defined Contribution Retirement Plan Beneficiary Designation Form To name a beneficiary to the DC 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

Sample Annual Notice Letter Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension

TIAA-CREF Annual Certification For schools who sponsor defined contribution plans that are administered by TIAA-CREF

The Church Pension Fund
Attn: Client Services
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 

Lay Defined Contribution Plan Publications

  Title What is This For? Pgs
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

N/A Defined Contribution Retirement Plan Disability Coverage At-A-Glance Disability Coverage At-A-Glance: The Episcopal Church Lay Employees’ Defined Contribution Retirement Plan

2

Fund Performance: Defined Contribution Plan Quarterly investment returns

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

Back to Top

 

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

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

Back to Top

 

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

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

Back to Top

 

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

Other

  Title What is This For? Pgs
Nursing Home & Terminal Illness Riders Information on nursing home waiver benefit and terminal illness waiver benefit

1

Back to Top


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

 

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

Annuities and IRAs Disclaimer

Retirement Savings Plan Disclaimer