Church Pension Group | Forms & Publications

Forms & Publications

Worksheets
Title
What is this for?
Contact Information
To help you calculate and plan
Checklist to get you started
To help you think about the financial implications of your goals
To help you create a budget
An overview of your assets and liabilities
Guidance on what information to gather and where to find it
Resources for Financial Assessment
To set short, medium and long term goals
To keep your critical insurance information in one place
To help you take action
Use this worksheet to estimate the cost of a four-year bachelor's degree.
Retirement Savings Plan (RSVP) Forms
Title
What is this for?
Contact Information
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the Lay DC plan or RSVP
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Agreement form for employers to participate in RSVP plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For access to PSW contribution remittance platform for Lay DC and RSVP remittances
Name your life insurance beneficiary
Church Life Insurance Corporation 19 East 34th Street New York, NY 10016
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 letter for non-qualified organizations to send employees with RSVP and DC pension
Retirement Savings Plan (RSVP) Publications
Title
What is this for?
Pages
Your guide to getting started investing
12
Information about your investment options as participant in the RSVP & Lay DC
32
Defined Benefit Plan (Lay)
Title
What is this for?
Contact Information
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To name a beneficiary for the Lay Lump Sum Death Benefit (payable if an eligible Lay DB participant dies prior to retirement)
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employer to join the Lay DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the Lay DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Lay Defined Contribution Plan Forms
Title
What is this for?
Contact Information
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the Lay DC plan or RSVP
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To name a beneficiary to the DC pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Adoption agreement for employers
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension
Lay Defined Contribution Plan
Title
What is this for?
Pages
Your guide to getting started investing
12
Information about your investment options as participant in the RSVP & Lay DC
32
Quarterly investment returns
4
Tax Withholding Forms
Title
What is this for?
Pages
Overview of revised Form W-4P and new Form W-4R
1
N/A
To withhold federal taxes from your periodic pension payments
3
N/A
To withhold state taxes from your monthly pension benefit
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To withhold state taxes from your non-periodic pension payments
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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