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.

Understanding Your Bills

Understanding Your Bills

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.

Employment Events

You hire a new Cleric

This checklist and the enrollment guidelines on the following pages provide general directions for enrollment into benefits for clergy.

You Hire a new Lay Employee

This checklist and the enrollment guidelines on the following pages provide general directions for enrollment into benefits for lay employees.

A Cleric leaves or is terminated

General directions for when a clergyperson’s employment is terminated and how it affects benefits provided by The Church Pension Fund and its affiliates.

Employee Life Events

Gets Married

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.

Gets Divorced or is Legally separated

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.

Has a Domestic Partner

The guide will help you to provide direction on where to obtain detailed benefit plan information, and take any necessary actions.

Employee Resources

Beneficiary Resources

Information for common questions and important tasks for the coming year following a loss.