Guides & Resources
You told us that you needed help with the processes and procedures involved when someone is hired or leaves their job, has a change in their compensation or a change in their personal status. These events all impact your employees' pensions, retirement plans and benefits. We've developed "What To Do When" guides and checklists to help you complete the work as quickly and accurately as possible, and ensure your employees' benefits are properly managed the first time around.
Sample pension assessment, medical trust, and church insurance bills with explanations make it easier for you to review your bills and understand the charges. Also find remittance payment addresses.
This checklist and the guidelines on the following pages provide general directions for when a clergyperson or lay employee (employee) gets married and how it affects benefits received through CPF.
This checklist and guidelines should be used for Divorce/Legal Separation/Annulment, Dissolution of Domestic Partnership, or change in Spouse’s or Dependent’s Employment.