Documents and Mailings

• 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

• 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+

• 2025 Clergy Tax Return Preparation Guide for 2024 Tax Returns

• Administrative Policy Manual (APM) version effective January 1, 2025
• CDHP/HSA Fact Sheet for Members
• CDHP/HSA Fact Sheet for Administrators
• 2025 Federal Reporting Requirements for Episcopal Institutions
• 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

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)

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)

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

• Quantum Health Post-Launch Reminder (Email)
• Quantum Flyer for Retirees (Letter)
• New ID Card Delay (Email)

For Administrators

• Diocesan Administrators Red Book Updates (Email)
• Institution Administrators Red Book Updates (Email)

For Payroll Administrators

• 2024 Imputed Income Reports Released (Email)
• Imputed Income Reports Being Fixed in MAP (Email)

For All Audiences

• Upcoming Changes to the RSVP and Lay DC Plans (Letter)

For Administrators

• Heads Up on Communication of Upcoming Changes to the RSVP and Lay DC Plans (Email)

For Retired Clergy

• The Church Pension Fund Clergy Pension Plan 2025 COLA (Letter) 
• International Clergy Pension Plan 2025 COLA (Email)

For Bishops

• New Fund for Special Assistance (FSA) Guidelines Effective January 1 (Email)