Tax Publications

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For Active and Retired Clergy

  Title What is This For? Pgs
2020 Clergy Tax Return Preparation Guide for 2019 Tax Returns Guide for filing personal taxes for clergy

107
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 2020 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

47
2020 Clergy Tax Return Preparation Guide for 2019 Tax Returns Guide for filing personal taxes for clergy

107
2013 Small Employer Healthcare Tax Credit Small Employer Healthcare Tax Credit

6

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For Active and Retired Lay Employees

  Title What is This For? Pgs
Special Tax Notice-Lay Safe Harbor 402(f) Notice for the Lay Retirement Plan

9

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Tax Withholding

Title What is This For? Contact Information
CPF State Tax Withholding Certificate Form W-4P for periodic pension distributions To withhold state taxes from your monthly pension benefit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
CPF State Tax Withholding Certificate Form W-4P for non-periodic pension distributions To withhold state taxes from your monthly pension benefit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
CPF Substitute Form W-4P - Federal Withholding Certificate Periodic Pension Distributions Federal Tax Withholding Form for Periodic Pension Payments

Federal Tax Withholding Instructions - CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions Federal Tax Withholding Instructions for completing the CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions

2019 Federal Income Tax Status of The Church Pension Fund Benefits (CPF Form B) To calculate housing exclusion for retirees

2018 Federal Income Tax Status of The Church Pension Fund Benefits (CPF Form B) To calculate housing exclusion for retirees

CLIC Federal Tax Withholding Certificate Form W-4P for periodic annuity 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
CLIC Federal Tax Withholding Instructions-Form W-4P Periodic Annuity Distributions Instructions for completing Substitute Form W4-P Withholding Certificate for Periodic Annuity Distributions

CLIC Federal Tax Withholding Certificate Form W-4P for non-periodic annuity distributions 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
CLIC Federal Tax Withholding Instructions-Form W-4P Non-Periodic Annuity Distributions Instructions for completing Substitute Form W4-P Withholding Certificate for Non-Periodic Annuity Distributions

CLIC State Tax Withholding Certificate Form W-4P for periodic annuity distributions To withhold state taxes from your monthly annuity payment

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
CLIC State Tax Withholding Certificate Form W-4P for non-periodic annuity distributions 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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