Forms & Publications

Medicare Resources
Title
What is this for?
Pages
The official US Government Medicare Handbook for 2021
124
N/A
The official US Government Medicare Handbook for 2020
120
N/A
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.
Retirement Savings Plan (RSVP) Forms
Title
What is this for?
Contact Information
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016 or fax to (877) 432-9274
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the DC pension plan or RSVP
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Agreement form for employers to participate in RSVP plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For access to PSW contribution remittance platform for Lay DC and RSVP remittances
Name your life insurance beneficiary
Church Life Insurance Corporation 19 East 34th Street New York, NY 10016
To name a beneficiary to the RSVP plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension
Retirement Savings Plan (RSVP) Publications
Title
What is this for?
Pages
Retirement Options on Annuities Option Descriptions
1
N/A
Your guide to getting started investing
12
Information about your investment options as participant in the RSVP & Lay DC
32
Fund description
1
N/A
Lay Defined Contribution Plan Forms
Title
What is this for?
Contact Information
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016 or fax to (877) 432-9274
To update personal information for clergy and lay employees.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the DC pension plan or RSVP
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Adoption agreement for employers
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To name a beneficiary to the DC pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension
For schools who sponsor defined contribution plans that are administered by TIAA-CREF
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Lay Defined Contribution Plan
Title
What is this for?
Pages
Your guide to getting started investing
12
Information about your investment options as participant in the RSVP & Lay DC
32
Quarterly investment returns
4
Fund description
1
N/A
Lay Defined Benefit Plan Forms
Title
What is this for?
Contact Information
Report employment and compensation changes for changes effective on or after January 1, 2018.
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016 or fax to (877) 432-9274
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 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
Federal Tax Withholding Instructions for completing the CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions
For employers who sponsor defined benefit plans that are not administered by The Church Pension Fund
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
To name a beneficiary to the DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employee to join the DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
For an employer to join the DB pension plan
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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