Pensions

Clergy Pensions

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

Preretirement Survivor Benefit Designation Form To designate beneficiaries for the preretirement benefit for the Clergy Pension Plan

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

Clergy Information Request Form To register your information with CPG when you are ordained

Recorder of Ordinations
The Church Pension Fund
19 East 34th Street
New York, NY 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

Extension of Ministry To protect pension benefits during ministry in a non-church organization

The Church Pension Fund
19 East 34th Street
New York, NY 10016

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Defined Benefit Plan (Lay)

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

CPF State Tax Withholding Certificate Form W-4P To withhold state taxes from your monthly pension benefit

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

Defined Benefit Annual Certification For employers who sponsor defined benefit plans that are not administered by The Church Pension Fund

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

Defined Benefit Retirement Plan Beneficiary Designation Form To name a beneficiary to the DB pension plan

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

Defined Benefit Retirement Plan Employer Adoption Agreement For an employer to join the DB pension plan

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

Defined Benefit Retirement Plan Employee Application For Membership For an employee to join the DB pension plan

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

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Defined Contribution Plan (Lay)

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

Sample Annual Notice Letter Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension

TIAA-CREF Annual Certification For schools who sponsor defined contribution plans that are administered by TIAA-CREF

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

Defined Contribution Plan Employee Application for Membership For an employee to join the DC pension plan or RSVP

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

Defined Contribution Retirement Plan Beneficiary Designation Form To name a beneficiary to the DC pension plan

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

Defined Contribution Retirement Plan Adoption Agreement Adoption agreement for employers

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

Fidelity PSW New User Request Form For access to PSW contribution remittance platform for Lay DC and RSVP remittances

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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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Tax Withholding

Title What is This For? Contact Information
CPF State Tax Withholding Certificate Form W-4P To withhold state taxes from your monthly pension benefit

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

Federal Income Tax Status of The Church Pension Fund Benefits (CPF Form B) To calculate housing exclusion for retirees

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

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