Church Pension Group | Pensions

Pensions

NEW! e-Signature Forms

It’s quick, convenient, and safe—and completely paperless!

Find these electronic forms in the Resources section of MyCPG Accounts

    • – Direct Deposit Authorization Form     
    • – Working While Pensioned Exception Application
    • – Extension of Ministry Application

 

Clergy Pension Forms
Title
What is this for?
Pages
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
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 survivor benefit under 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
To request an exception to the 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 receive your monthly pension benefit by direct deposit
The Church Pension Fund Attn: Client Services 19 East 34th Street NY, NY 10016
To continue participating in the Clergy Pension Plan while serving at a non-The Episcopal Church organization
The Church Pension Fund 19 East 34th Street New York, NY 10016
Agreement form to join The Church Pension Fund Clergy Pension Plan or International Clergy Pension Plan for an employer who is associated with The Episcopal Church (but not subject to the authority of the Church)
2
N/A
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, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
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 name a beneficiary for the Lay Lump Sum Death Benefit (payable if an eligible Lay DB participant dies prior to retirement)
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employer to join the Lay DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the Lay 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, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org
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 an employee to join the Lay DC 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.
Information about how a QDRO can be used to split 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 shared payment QDRO
Model order for separate interest QDRO
Model order for separate interest QDRO
Steps for determining spousal benefits in the event of divorce
The Church Pension Fund c/o Legal Department 19 East 34th Street New York, NY 10016 E-mail: QDRO@cpg.org Fax: (212) 592-9428
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 Forms
Title
What is this for?
Pages
Overview of revised Form W-4P and new Form W-4R
1
N/A
To withhold federal taxes from your periodic pension payments
3
N/A
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
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