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Forms & Publications

 

Financial Forms

Title What is This For? Contact Information
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 Michelle Langone
19 East 34th Street
New York, New York 10016

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

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

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

Federal Income Tax Withholding Certificate Form W-4P Federal Tax Withholding Form for Pension or Annuity Payments

Marriage After Retirement Application for Surviving Spouse Option To appoint beneficiary in the case of marriage after retirement

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Personal Status/Changes Form To update your contact information and report marriage, births, etc.

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
or fax to (877) 432-9274

Resources for Financial Assessment Resources for Financial Assessment

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Worksheets

Title What is This For? Contact Information
Determining Life Insurance Needs Step-by-step guidance

E-Mail churchlife@cpg.org

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

Clergy Pension Publications

  Title What is This For? Pgs
2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns) Guide for filing personal taxes for clergy

76

N/A Pre-Retirement Checklist for Clergy To help you prepare for retirement

1

N/A Retirement Documentation Checklist To help make sure you know how to send all the documents necessary to process your retirement.

2

Guide to Benefits Under the Clergy Pension Plan Clergy: Overview of clergy pension benefits and rules

48

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

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