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Forms & Publications

 

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Medicare Resources

  Title What is This For? Pgs
Medicare & You 2015 2015 Medicare Handbook

152

Medicare Supplement Handbook 2015 2015 Health Plan Details for Retirees

127

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Worksheets

Title What is This For? Contact Information
Determining Life Insurance Needs Step-by-step guidance

E-Mail churchlife@cpg.org

Figuring Retirement Income Needs To help you calculate and plan

Financial Assessment Checklist to get you started

Life Goals To help you think about the financial implications of your goals

Monthly/Annual Spending Plan To help you create a budget

Net Worth Statement An overview of your assets and liabilities

Organizing Financial Documents Guidance on what information to gather and where to find it

Resources for Financial Assessment Resources for Financial Assessment

Setting Financial Goals To set short, medium and long term goals

Summary of Insurance Statement To keep your critical insurance information in one place

What Will College Cost Use this worksheet to estimate the cost of a four-year bachelor's degree.

Your Financial Planning To Do List To help you take action

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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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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

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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

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

Lay Defined Benefit Plan Forms

Title What is This For? Contact Information
CPF State Tax Withholding Certificate Form W-4P To withhold state taxes from your monthly pension benefit

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

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

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

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

Lay Defined Benefit Plan Publications

  Title What is This For? Pgs
Guide to Benefits: Lay Defined Benefit Plan Guide to Lay Defined Benefit Plan

31

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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