Forms & Publications

Financial Forms
Title
What is this for?
Contact Information
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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
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
To withhold state taxes from your monthly pension benefit
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To receive your monthly pension benefit by direct deposit
The Church Pension Fund Attn: Client Services 19 East 34th Street NY, NY 10016
Federal Tax Withholding Form for Periodic Pension Payments
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Federal Tax Withholding Instructions for completing the CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions
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Resources for Financial Assessment
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Worksheets
Title
What is this for?
Contact Information
To help you calculate and plan
Checklist to get you started
To help you think about the financial implications of your goals
To help you create a budget
An overview of your assets and liabilities
Guidance on what information to gather and where to find it
Resources for Financial Assessment
To set short, medium and long term goals
To keep your critical insurance information in one place
To help you take action
Use this worksheet to estimate the cost of a four-year bachelor's degree.
Clergy Pension Publications
Title
What is this for?
Pages
Effective January 1, 2019 - Guide to Clergy Benefits under the Clergy Pension Plan
47
Effective January 1, 2019 - Guide to Clergy Benefits under the Clergy Pension Plan (Espanol)
50
For U.S. citizens and U.S. resident aliens who have service inside and outside the U.S.
3
Information about pension benefits for international clergy
1
Information about pension benefits for international clergy
1
Guide for filing personal taxes for clergy
107
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