Pensions

Clergy Pensions

Title What is This For? Contact Information
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

Application for Retirement (Replacement form only) Replacement application to receive retirement benefits under The Church Pension Fund Clergy Pension Plan. 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.

Change of Address Form Update your personal address and contact information on all your CPG accounts.

Complete, sign and return by faxing to (212) 592-9408 or
Mail to the Client Services
Church Pension Group
19 East 34th Street
New York, NY 10016
Call toll-free (866) 802-6333

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

Graduate Waiver To waive pension assessments during graduate study

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

Lump Sum Benefit Designation Form Beneficiary designation form for lump sum death benefit

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

Marriage After Retirement Application for Surviving Spouse Option To appoint beneficiary in the case of marriage after retirement

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

New Assignment Notice To update your pension information when you take a new job

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

Personal Status/Changes Form To update your contact information and report marriage, births, etc.

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

Pre-Retirement Survivor Benefit Beneficiary Designation Form For active clergy to designate a pension beneficiary

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

Report of Change in a Cleric's Compensation To report a change in your compensation

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

Affidavit of Committed Relationship Affidavit proving committed relationship for pension benefits

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

Affidavit of Support for Committed Relationship Affidavit proving support of committed relationship for pension benefits

Client Services
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
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

Lay Participant Change Form To change name, status, salary, and address on an RSVP account, Lay DC pension plan, or Lay 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
Lay Participant Change Form To change name, status, salary, and address on an RSVP account, Lay DC pension plan, or Lay DB pension plan.

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

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

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Divorce & Marriage Forms

Title What is This For? Contact Information
Divorce and Your Pension General information concerning divorce and your pension.

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

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

Former Spouse Option Election Form To provide a survivor's benefit to a former spouse

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

Model QDRO Form for Clergy To divide your retirement benefit with a former spouse

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

QDRO Procedures for Clergy Steps for determining spousal benefits in the event of divorce

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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