Retirement Savings

Title What is This For? Contact Information
Clergy Employee Application: RSVP Clergy application for membership in this 403(b) plan

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

Employer Adoption Agreement (RSVP) Agreement form for employers to participate in RSVP plan

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

Life/Annuities Beneficiary Form - Group & Individual Life and Annuities only Name your life insurance beneficiary

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

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

RSVP Beneficiary Form To name a beneficiary to the RSVP 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

 


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