Tax Publications

To request a copy by mail, check the box next to the title and click 

For Active and Retired Clergy

  Title What is This For? Pgs
2018 Tax Guide for Episcopal Ministers (for 2017 Tax Returns) Guide for filing personal taxes for clergy

85
N/A Special Tax Notice-Clergy Safe Harbor 402(f) Notice for the Clergy Pension Plan

9

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For Administrators

  Title What is This For? Pgs
N/A 2019 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

47
2018 Tax Guide for Episcopal Ministers (for 2017 Tax Returns) Guide for filing personal taxes for clergy

85
2013 Small Employer Healthcare Tax Credit Small Employer Healthcare Tax Credit

6

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For Retired Clergy & Lay Employees in the DB Plan

Title What is This For? Contact Information
Federal Income Tax Withholding Certificate Form W-4P Federal Tax Withholding Form for Pension or Annuity Payments

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

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