Pensions

Clergy Pension Forms
Title
What is this for?
Contact Information
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
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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
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
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
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.
To request an exception to pension rules for Working While Pensioned
The Church Pension Fund c/o Benefits Policy COEO Committee 19 East 34th Street New York, New York 10016
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
To receive your monthly pension benefit by direct deposit
The Church Pension Fund Attn: Client Services 19 East 34th Street NY, NY 10016
To protect pension benefits during ministry in a non-church organization
The Church Pension Fund 19 East 34th Street New York, NY 10016
Defined Benefit Plan (Lay)
Title
What is this for?
Contact Information
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
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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
To name a beneficiary to the DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employer to join the DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Defined Contribution Plan (Lay)
Title
What is this for?
Contact Information
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
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 letter for non-qualified organizations to send employees with RSVP and DC pension
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
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
To name a beneficiary to the DC pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Adoption agreement for employers
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For access to PSW contribution remittance platform for Lay DC and RSVP remittances
Divorce & Marriage Forms
Title
What is this for?
Contact Information
Information about how a QDRO can be used to split DB pension benefits due to a divorce.
Determination process for approval of a qualified domestic relations order (QDRO).
Model order for shared payment QDRO
Model order for separate interest QDRO
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
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
Tax Withholding
Title
What is this for?
Pages
To withhold state taxes from your monthly pension benefit
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To withhold state taxes from your non-periodic pension payments
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Federal Tax Withholding Instructions for completing the CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions
To withhold federal taxes from your monthly annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Instructions for completing Substitute Form W4-P Withholding Certificate for Periodic Annuity Distributions
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To withhold federal taxes from your non-periodic or lump sum annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Instructions for completing Substitute Form W4-P Withholding Certificate for Non-Periodic Annuity Distributions
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To withhold state taxes from your monthly annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To withhold state taxes from your non-periodic or lump sum annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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