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
2019 Clergy Tax Return Preparation Guide (for 2018 Tax Returns) Guide for filing personal taxes for clergy

74
Special Tax Notice-Clergy Safe Harbor 402(f) Notice for the Clergy Pension Plan

9

Back to Top

 

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

For Administrators

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

47
2019 Clergy Tax Return Preparation Guide (for 2018 Tax Returns) Guide for filing personal taxes for clergy

74
2013 Small Employer Healthcare Tax Credit Small Employer Healthcare Tax Credit

6

Back to Top

 

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

For Retired Clergy & Lay Employees in the DB Plan

  Title What is This For? Contact Information
N/A CPF Substitute Form W-4P - Federal Withholding Certificate Periodic Pension Distributions Federal Tax Withholding Form for Periodic Pension Payments

N/A 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

N/A 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
N/A CPF State Tax Withholding Certificate Form W-4P for non-periodic pension distributions To withhold state taxes from your lump sum pension benefit

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

Back to Top

 

* Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.