Tax Publications

For Active and Retired Clergy
Title
What is this for?
Pages
Guide for filing personal taxes for clergy
110
Supplement To The 2021 Clergy Tax Return Preparation Guide For 2020 Returns
8
N/A
Safe Harbor 402(f) Notice for the Clergy Pension Plan
9
For Administrators
Title
What is this for?
Pages
Guide for filing clergy and lay employee wages with the IRS
29
N/A
Guide for filing personal taxes for clergy
110
Small Employer Healthcare Tax Credit
6
For Active and Retired Lay Employees
Title
What is this for?
Pages
Safe Harbor 402(f) Notice for the Lay Retirement Plan
9
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
* Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.