Tax Publications

For Active and Retired Clergy
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2020 Clergy Tax Return Preparation Guide for 2019 Tax Returns
Guide for filing personal taxes for clergy
107
Supplement to the 2020 Clergy Tax Return Preparation Guide for 2019 Tax Returns
Guide for filing personal taxes for clergy
6
Special Tax Notice-Clergy
Safe Harbor 402(f) Notice for the Clergy Pension Plan
9
For Administrators
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2020 Federal Reporting Requirements for Episcopal Churches
Guide for filing clergy and lay employee wages with the IRS
47
N/A
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
For Active and Retired Lay Employees
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Special Tax Notice-Lay
Safe Harbor 402(f) Notice for the Lay Retirement Plan
9
Tax Withholding
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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 non-periodic pension payments
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
2020 Federal Income Tax Status Of The Church Pension Fund Benefits (Cpf Form B)
To calculate housing exclusion for retirees
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
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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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