Conversion Instructions

Conversion Instructions

Following is the conversion process to ADP.

  1. You will need to complete the enrollment forms to provide ADP with the information needed to process your payroll.  There are different sets of forms to complete based on your current service, so use the links below to download the forms you need.
  2. The data input form is used to collect the majority of the information needed for ADP.  You can fill in the form on your computer and the information you enter will be automatically completed in the remaining forms.

    Paychex Conversion Form Instructions

    Step 1: Fill out the Data Input Form, click “print” at the bottom, and sign and date all the forms that will then print out.

    The information you provide on the Data Input Form will automatically populate Forms A, B, C, D, E, and H. Yellow highlighting on each form indicates where to sign and date it.

    Step 2: If you have any employees who are not on direct deposit now but who have agreed to move to direct deposit as a result of the ADP transition, print as many copies of Form G as you need. You do not need to fill out Form G for employees who are already on direct deposit with Paychex. Form G will be required to enroll any new employees in direct deposit.

    Step3: If your institution is located in Colorado, Michigan, New York, Oklahoma, or Texas.

    Click on your state to download the appropriate Power of Attorney form. Print, sign and date it.  Have the form notarized where required.

    Step 4: Collect and submit the following materials along with your forms.

    • Verification of Federal Employer Identification Number (please provide most recent quarterly federal, state and local tax return as filed by Paychex)
    • State Sales Tax Exemption Letter
    • Department Summary (YOU MUST REQUEST THIS FROM PAYCHEX. It shows your month-to-date and year-to-date payroll totals.)

    Step 5: Print out the Conversion Kit Checklist and check off each item to make sure you are submitting all of the required forms and materials.

    New Client Conversion Form Instructions

    Step 1: Fill out the Data Input Form, click “print” at the bottom, and sign and date all the forms that will then print out.

    The information you provide on the Data Input Form will automatically populate Forms A, B, C, D, E, and H. Yellow highlighting on each form indicates where to sign and date it.

    Step 2: If you have any employees who are not on direct deposit now but who have agreed to move to direct deposit as a result of the ADP transition, print as many copies of Form G as you need. You do not need to fill out Form G for employees who are already on direct deposit. Form G will be required to enroll any new employees in direct deposit.

    Step3: If your institution is located in Colorado, Michigan, New York, Oklahoma, or Texas.

    Click on your state to download the appropriate Power of Attorney form. Print, sign and date it.  Have the form notarized where required.

    Step 4: Collect and submit the following materials along with your forms.

    • Verification of Federal Employer Identification Number (please provide most recent quarterly federal, state and local tax return as filed by Paychex)
    • State Sales Tax Exemption Letter

    Step 5: Print out the Forms Checklist and check off each item to make sure you are submitting all of the required forms and materials.

  3. Review, complete and sign the forms.
  4. Submit the forms to EPS. You can scan the completed forms and email them to eps@cpg.org  , fax them to (212) 592-9402, or mail them to:
    Church Pension Group
    19 East 34th Street
    New York, NY 10016

  5. EPS will review the forms and contact you with any questions.  They will forward the completed forms to ADP to set up your account.
  6. ADP will begin processing your payroll 6 weeks after EPS has approved your paperwork. (EPS and ADP will be in contact with your during this time.)
  7. Notify your existing processor no less than 4 days prior to the date of your first payroll with ADP.

To access your forms:

Paychex clients, click here
Other payroll processors,click here
In-house payroll processors, click here

If you want to have the forms mailed to you, contact Patricia Tucker at (800) 223-6602 ext. 6286 (Monday-Friday 9:00 a.m. to 5:00p.m.) or eps@cpg.org  

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Contact Us

Patricia Tucker
eps@cpg.org  
(800) 223-6602 ext. 6286
Monday – Friday
9:00 a.m. to 5:00 p.m. ET