Documents and Mailings

• Clergy Compensation Report 2024 (Printable PDF) - English | Espanol coming soon

Our 2026 Clergy Tax Return Preparation Guide for 2025 Returns and Federal Reporting Requirements for Episcopal Institutions are available now!

To access the latest guides for clergy tax returns and institution reporting requirements, log in, select “Resources,” and see "Tax Guides.”

See US Clergy Tax Resources for more support and guidance.

• Imputed Income IRC Section 79 Tables
• The RSVP and Lay DC Plan Employee Guide
• 2026 Federal Income Tax Status Of CPF (Form B)
• At-A-Glance Contact List for Members
• At-A-Glance Contact List for Administrators

• 2026 Annual Enrollment Guide
• 2026 Medicare Secondary Payer – Small Employer Exception Fact Sheet
• 2025-2026 CDHP HSA Fact Sheet for Administrators
• 2025-2026 CDHP HSA Fact Sheet for Members
• AFLAC 2026 – 2028 Disability Insurance Rates

• Administrative Policy Manual (APM), version effective October 1, 2025
• International Clergy Ordination Form – English | Español
• International Clergy Reception Form – English | Español

• Guide to Clergy Benefits Revised as of July 2025 – English | Español

• 2025 Annual Report – English
• 2024 Episcopal Bishops Compensation Report – English | Español

• Understanding Health Plan Options for Employees Age 65+

• Administrative Policy Manual (APM) version effective January 1, 2025
• CDHP/HSA Fact Sheet for Members
• CDHP/HSA Fact Sheet for Administrators
• 2025 CPF Form B

For Active and Retired Clergy

• Imputed Income Tax Information for Active Clergy (Letter)
• Imputed Income Tax Information for Retired Clergy (Letter)
• Imputed Income Tax Information for Active Clergy with No Employer (Letter)
• Imputed Income Tax Information for Active Clergy in Puerto Rico (Letter)
• COLA 2026 Message to Domestic Clergy (Letter) - Français | 國語
• COLA 2026 Message to Domestic Bishops (Email)
• COLA 2026 Message to International Bishops (Email) - Español | Français | 國語
• AFLAC 2026 Disability Renewal Notice (Letter)

For All Clergy and Lay Employees

• Fidelity New Provisions Affecting RSVP and Lay DC Plans (Letter)
• Employees, Save on Medical Premiums with MSP SEE Plan (Email)
• Savings Stories 1, RSVP and Lay DC Contribution Increase (Email)
• Savings Stories 2, RSVP and Lay DC Contribution Increase (Email)
• Savings Stories 3, RSVP and Lay DC Contribution Increase (Email)
• Financial Conversation Invitation 1 (Email)
• Financial Conversation Invitation 2 (Email)

For Administrators

• Benefits Bill Pay Notice for Institutions that haven't made online payments (Email)
• Employers, Save on Medical Premium Costs with MSP SEE Plan (Email)
• Diocesan Admin Heads Up, Save on Medical Premium Costs with MSP SEE Plan (Email)
• AFLAC 2026 Disability Renewal and Rate Notice (Email)

For Individuals with Personal Accounts

• Benefits Bill Pay Notice for Individuals who haven't made online payments (Email)

For Diocesan Administrators

• The Red Book - Help Keep Records Accurate (Email)

For Active Clergy and Lay Employees

• Member Letter - Dependent Aging Out of Coverage in 2026 (Letter)
• Dependent Letter - Dependent Aging Out of Coverage in 2026 (Letter) 

For Property and Casualty Insurance Administrators

• Phishing Alert From Church Insurance Companies (Email)

For International Administrators

• International EAP Reminder (Email) - Español | Français | 國語

For Diocesan Administrators

• Imputed Income Reports Available in MAP (Email)

For Annual Enrollment Administrators

• 2026 Annual Enrollment Guide
• Active and Pre-65 Former Employee Annual Enrollment 2026 (Letter)
• Retiree and Post-65 Former Employee Annual Enrollment 2026 (Letter)
• Active and Pre-65 Former Employee Annual Enrollment 2026 is here! (Email)
• Retiree and Post-65 Former Employee Annual Enrollment 2026 is here! (Email)

For Administrators

• Benefits Bill Pay Webinar Follow-up (Email)
• Teledoc Refunds Administrator Heads-Up (Email)

For Individuals with Personal Accounts

• Benefits Bill Pay Invoices Ready for Individuals (Email)

For High Deductible Health Plan (CDHP) Enrollees

• Teledoc refunds (Email)

For Retired Clergy and Lay Employees

• Retiree Health Benefits Update on Quantum Health (Email)

For Administrators

• Getting Started with Benefits Bill Pay Webinar Invitation (Email)

For Annual Enrollment Administrators

• Plan Renewal Announcement (Email)
• Plan Renewal Information (Memo)
• MAP Plan Selection Instructions (PDF)

For Institution Administrators

• Institutions with an administrator listed - Benefits Bill Pay reminder (Email)
• Institutions without an administrator listed - Benefits Bill Pay reminder (Email)

For Individuals with Personal Accounts

• Benefits Bill Pay reminder (Email)

For All Audiences

• Quantum Health Six-Month Transition Update (Email)

For Annual Enrollment Administrators

• AE 2026 Key Dates (Email)

For Bishops and Benefits Administrators

• Quantum Health Six-Month Transition Update (Email)

For Diocesan and Institution Administrators

• Institutions with an administrator listed - Get ready for Benefits Bill Pay (Email)
• Institutions without an administrator listed - Get Ready for Benefits Bill Pay (Email)
• Diocesan Administrators - Get Ready for Benefits Bill Pay (Email)

For Individuals with Personal Accounts

• Introducing Benefits Bill Pay for pension and/or group health invoices (Email)

For Non-Domestic Clergy

• International EAP Clergy Information (Email)
• Español - International EAP Clergy Information (Email)
• Francais - International EAP Clergy Information (Email)
• Chinese - International EAP Clergy Information (Email)

For those enrolled in Cigna or Anthem network health plans

• Anthem Claims Processing Update (Email)
• Cigna Claims Processing Update (Email)

For Benefits Administrators

• Anthem and Cigna Claims Information Update (Email)

For Diocesan Administrators

• Introducing Benefits Bill Pay Coming Soon (Email)

For Property & Casualty Insurance Administrators

• New Church Insurance Online Service Announcement (Email)

For those enrolled in Cigna, Anthem, or United Healthcare network health plans

• Quantum Health Welcome Kit (Letter)
• Retiree Quantum Health Welcome Kit (Letter)
• Tips for a Smooth Transition to Quantum Health (Email)

For Administrators

• Information about International EAP program (Email)
• Institution RSVP Plan Adoption (Email)

For Active Clergy and Lay Employees

• Member RSVP Enrollment (Email)
• Third Thursday Fidelity Webinar Series Invitation (Email)

For International Bishops and Clergy

• Information about International EAP program (Email)