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Forms & Publications

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General

Title What is This For? Pgs
Pensions-Comparative Plan Highlights Lay DC and Lay DB Plans Comparison between Lay DC and Lay DB Plans

6
Existing 403(b) Options Options for employers with existing 403(b) plans

1

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Pension-Related Divorce Forms

Title What is This For? Contact Information
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
Splitting Your Pension Upon Divorce - Lay DB Information about how a QDRO can be used to split 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 - Lay DB Plan Model order for shared payment QDRO

Model QDRO - Separate Interest - Lay DB Plan Model order for separate interest QDRO

QDRO Procedures and Model for Lay Employees: Defined Contribution Plan Steps for determining spousal benefits in the event of divorce

The Church Pension Fund
c/o Legal Department
19 East 34th Street
New York, NY 10016
E-mail: QDRO@cpg.org
Fax: 212-592-9428
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

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Lay Defined Benefit Plan 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
CPF State Tax Withholding Certificate Form W-4P for periodic pension distributions To withhold state taxes from your monthly pension benefit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
CPF State Tax Withholding Certificate Form W-4P for non-periodic pension distributions To withhold state taxes from your monthly pension benefit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
CPF Substitute Form W-4P - Federal Withholding Certificate Periodic Pension Distributions Federal Tax Withholding Form for Periodic Pension Payments

Federal Tax Withholding Instructions - CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions Federal Tax Withholding Instructions for completing the CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions

Defined Benefit Annual Certification For employers who sponsor defined benefit plans that are not administered by The Church Pension Fund

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
Defined Benefit Retirement Plan Beneficiary Designation Form To name a beneficiary to the DB pension plan

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
Defined Benefit Retirement Plan Employee Application For Membership For an employee to join the DB pension plan

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
Defined Benefit Retirement Plan Employer Adoption Agreement For an employer to join the DB pension plan

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

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Lay Defined Benefit Plan Publications

  Title What is This For? Pgs
A Guide to the Lay Defined Benefit Plan Effective January 1, 2018 - A Guide to the Lay Defined Benefit Plan

27
N/A Defined Benefit Retirement Plan Disability Coverage At-A-Glance Disability Coverage At-A-Glance: The Episcopal Church Lay Employees’ Retirement Plan (the Lay DB Plan)

2

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Lay Defined Contribution Plan 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
Defined Contribution Plan Employee Application for Membership For an employee to join the DC pension plan or RSVP

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
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

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Lay Defined Contribution Plan Publications

  Title What is This For? Pgs
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 Fact Sheet Fund description

2

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