Forms & Publications

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Clergy Pension Publications

  Title What is This For? Pgs
A Guide to Clergy Benefits Effective January 1, 2018 - Guide to Clergy Benefits under the Clergy Pension Plan

50

2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns) Guide for filing personal taxes for clergy

76

Retirement Benefits & Savings Options for Clergy - International For U.S. citizens and U.S. resident aliens who have service inside and outside the U.S.

2

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Clergy Pension Forms

Title What is This For? Contact Information
Employment Change Form - 2018 New Assignment and Compensation Changes Report employment and compensation changes for changes effective on or after January 1, 2018.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Personal Information Change Form To update personal information for clergy and lay employees.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016

New Assignment Notice - 2017 To update your pension information when you take a new job effective on or before December 31, 2017

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Report of Change in a Cleric's Compensation - 2017 To report a change in your compensation effective on or before December 31, 2017

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Application for Retirement (Replacement form only) Replacement application to receive retirement benefits under The Church Pension Fund Clergy Pension Plan effective January 1, 2018. Call (866) 802-6333 M-F ET for a complete retirement packet.

One of several forms in your retirement packet. By itself, this application will not initiate your retirement.

Application for an Exception to the Rules for Working While Pensioned [For bishops to submit with a letter of request] To request an exception to pension rules for Working While Pensioned

The Church Pension Fund
c/o Michelle Langone
19 East 34th Street
New York, New York 10016

Payment Method Authorization Form To receive your monthly pension benefit by direct deposit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
NY, NY 10016

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Divorce & Marriage Forms

Title What is This For? Contact Information
Splitting Your Pension Upon Divorce - Clergy DB Information about how a QDRO can be used to split DB pension benefits due to a divorce.

QDRO Procedures - DB Plan Determination process for approval of a qualified domestic relations order (QDRO).

Model QDRO - Shared Payment - Clergy Pension Plan Model order for shared payment QDRO

Model QDRO - Separate Interest - Clergy Pension Plan Model order for separate interest QDRO

Consent Form Authorizes CPF to give your pension information to your attorney or to someone else.

Legal Department
The Church Pension Fund
19 East 34th Street
New York, NY 10016
QDRO@cpg.org
Fax: (212) 592-9428

Revocation of Former Spouse Option Form To revoke benefit from former spouse

Client Services Operations
The Church Pension Fund
19 East 34th Street
New York, NY 10016
benefits@cpg.org
Fax: (877) 432-9274

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Withdrawal Forms

Title What is This For? Contact Information
Deferred Annuity Contract Withdrawal Form Deferred Annuity Contract Withdrawal Form

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

Direct Deposit of Church Life Annuity Benefit Direct Deposit of Church Life Annuity Benefit Form

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

Federal Income Tax Withholding Certificate Form W-4P Federal Tax Withholding Form for Pension or Annuity Payments

Interest Accumulation Fund Account Withdrawal Form Interest Accumulation Fund Account Withdrawal Form

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

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