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Financial Forms

  Title What is This For? Contact Information
N/A Personal Information Change Form To update personal information for clergy and lay employees.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
Application for an Exception to the Rules for Working While Pensioned [For bishops to submit with a letter of request] To request an exception to pension rules for Working While Pensioned

The Church Pension Fund
c/o Benefits Policy COEO Committee
19 East 34th Street
New York, New York 10016
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 monthly pension benefit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
N/A Payment Method Authorization Form To receive your monthly pension benefit by direct deposit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
NY, NY 10016
N/A 2019 Federal Income Tax Status of The Church Pension Fund Benefits (CPF Form B) To calculate housing exclusion for retirees

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

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 Resources for Financial Assessment Resources for Financial Assessment

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Worksheets

Title What is This For? Contact Information
Figuring Retirement Income Needs To help you calculate and plan

Financial Assessment Checklist to get you started

Life Goals To help you think about the financial implications of your goals

Monthly/Annual Spending Plan To help you create a budget

Net Worth Statement An overview of your assets and liabilities

Organizing Financial Documents Guidance on what information to gather and where to find it

Resources for Financial Assessment Resources for Financial Assessment

Setting Financial Goals To set short, medium and long term goals

Summary of Insurance Statement To keep your critical insurance information in one place

What Will College Cost Use this worksheet to estimate the cost of a four-year bachelor's degree.

Your Financial Planning To Do List To help you take action

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Clergy Pension Publications

  Title What is This For? Pgs
A Guide to Clergy Benefits Effective January 1, 2018 - Guide to Clergy Benefits under the Clergy Pension Plan

50
A Guide to Clergy Benefits (Espanol) Effective January 1, 2018 - Guide to Clergy Benefits under the Clergy Pension Plan (Espanol)

51
Retirement Benefits & Savings Options for Clergy - International For U.S. citizens and U.S. resident aliens who have service inside and outside the U.S.

2
A Guide to International Clergy Benefits (ICPP Guide) Information about pension benefits for international clergy

1
A Guide to International Clergy Benefits (ICPP Guide) - Espanol Information about pension benefits for international clergy

1
2020 Clergy Tax Return Preparation Guide for 2019 Tax Returns Guide for filing personal taxes for clergy

107

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