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Beneficiaries

The Clergy Pension Plan allows you to name beneficiaries for certain survivor's benefits.

Monthly Survivor's Benefit

If you are not married at the time of your retirement, you can establish a survivor's benefit for a named beneficiary.

  • The beneficiary must be under the age of 22 at your retirement date
  • You can select a survivor's benefit from 25% up to 100% of your monthly benefit. Your selection will affect the amount of the monthly benefit you receive during your lifetime.
  • You can select to receive your benefit as a 10- or 15-year certain and life option. For details on this option, see the Guide to Benefits Under the Clergy Pension Plan.
  • The selection you make at retirement is irrevocable and cannot be changed

If you are divorced, and your former spouse was named as a beneficiary of your survivor's benefits, your former spouse will remain as a beneficiary unless you designate another beneficiary or remarry. For more information see Marriage & Divorce.

Life Insurance

A life insurance benefit may be paid to your named beneficiaries if you retired directly from active service or have at least 25 years of Credited Service (CS).

See Life Insurance for more information.

If you have no spouse or children and do not name a beneficiary, no survivor's benefits will be paid.

Contact Client Services to review your current beneficiaries and make any updates.

(866) 802-6333
8:30AM - 8:00PM ET (excluding holidays)
Monday - Friday

1There may be additional restrictions regarding the eligibility for survivor's benefits. For more information, see A Guide to Benefits Under the Clergy Pension Plan.

Pensions Disclaimer

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Will the Clergy Pension Plan changes impact me?

  • These revisions will not change your monthly pension check if you are already retired or if you retire before January 1, 2018.
  • Benefits to your survivors may also be affected, but without reducing the overall value of their benefits. 
  • Are you planning on getting married? The Marriage After Retirement option will be eliminated effective January 1, 2018.

Click here to learn more.