Existing 403(b) Options

Options for employers with existing 403(b) plans

1

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

Splitting Your Pension Upon Divorce - Lay DB

Information about how a QDRO can be used to split pension benefits due to a divorce.

QDRO Procedures - DB Plan (Clergy and Lay)

Determination process for approval of a qualified domestic relations order (QDRO).

Model QDRO - Shared Payment - Lay DB Plan

Model order for shared payment QDRO

Model QDRO - Separate Interest - Lay DB Plan

Model order for separate interest QDRO

DRO Procedures & Models – RSVP & Lay DC Plan

How a domestic relations order (DRO) can be used to split a defined contribution plan account due to a divorce, including the determination process and model DROs

Fidelity Workplace Services, LLC, QDRO Administration Group, P.O. Box 770001, Cincinnati, OH 45277-0066 ATTN: The Church Pension Fund

Consent Form

Authorizes CPF to give your pension information to your attorney or to someone else.

Legal Department The Church Pension Fund 19 East 34th Street New York, NY 10016 QDRO@cpg.org Fax: 212-592-9428

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

Lay Lump Sum Death Benefit Beneficiary Designation Form

To name a beneficiary for the Lay Lump Sum Death Benefit (payable if an eligible Lay DB participant dies prior to retirement)

The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016

Lay Defined Benefit Retirement Plan Employer Adoption Agreement

For an employer to join the Lay DB pension plan

The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016

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

Employee Enrollment Form Defined Contribution (RSVP and Lay DC) Plans

Employer record-keeping for an employee to join the Lay DC plan or RSVP

admin-assist@cpg.org

Adoption Agreement for the Lay DC 403(b) Plan

For employers to adopt The Episcopal Church Lay Employees’ Defined Contribution Retirement Plan (403(b)) or amend an existing adoption of that plan.

The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016

Sample Annual Notice Letter

Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension