Forms & Publications

 

Seminarian Pension Forms

Title What is This For? Contact Information
Change of Address Form Update your personal address and contact information on all your CPG accounts.

Complete, sign and return by faxing to (212) 592-9408 or
Mail to the Client Services
Church Pension Group
19 East 34th Street
New York, NY 10016
Call toll-free (866) 802-6333

Extension of Ministry To protect pension benefits during ministry in a non-church organization

The Church Pension Fund
19 East 34th Street
New York, NY 10016

Lump Sum Benefit Designation Form Beneficiary designation form for lump sum death benefit

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

New Assignment Notice To update your pension information when you take a new job

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

Pre-Retirement Survivor Benefit Beneficiary Designation Form For active clergy to designate a pension beneficiary

The Church Pension Fund
19 East 34th Street
New York, NY 10016

Report of Change in a Cleric's Compensation To report a change in your compensation

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

Back to Top

Seminarian Pensions 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

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

Back to Top

 

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

Retirement Savings Plan (RSVP) Forms

Title What is This For? Contact Information
Clergy Employee Application: RSVP Clergy application for membership in this 403(b) plan

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

Lay Employee Application: RSVP Lay application for membership in this 403(b) plan

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

Employer Adoption Agreement (RSVP) Agreement form for employers to participate in RSVP plan

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

Life/Annuities Beneficiary Form - Group & Individual Life and Annuities only Name your life insurance beneficiary

Church Life Insurance Corporation
19 East 34th Street
New York, NY 10016

Clergy Participant Change Form To change name, status, salary, and address on an RSVP account, DC pension plan, or DB pension plan.

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

Lay Participant Change Form To change name, status, salary, and address on an RSVP account, Lay DC pension plan, or Lay DB pension plan.

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

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

Back to Top

 

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

Retirement Savings Plan (RSVP) Publications

  Title What is This For? Pgs
N/A Description of Retirement Options on Annuities Retirement Options on Annuities Option Descriptions

1

RSVP & Lay DC Plan Employee Guide Your guide to getting started investing

36

Employers' Guide: Retirement Savings Plan (RSVP) & Lay DC Plan RSVP & Lay DC Plan description and applications

16

Fund Performance: Retirement Savings Plan (RSVP) Quarterly results

4

N/A Stable Value Option Fund description

2

Your Account in Transition If you are leaving your job: options for your RSVP or Lay Defined Contribution account

3

Your Retirement Account in Transition If you are retiring: Options for your RSVP or Defined Contribution Pension account

4

Back to Top

 

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

Divorce & Marriage Forms

Title What is This For? Contact Information
Divorce and Your Pension General information concerning divorce and your pension.

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

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

Former Spouse Option Election Form To provide a survivor's benefit to a former spouse

Client Services Operations
The Church Pension Fund
19 East 34th Street
New York, NY 10016
benefits@cpg.org
Fax: (877) 432-9274

Model QDRO Form for Clergy To divide your retirement benefit with a former spouse

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

QDRO Procedures for Clergy Steps for determining spousal benefits in the event of divorce

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

Revocation of Former Spouse Option Form To revoke benefit from former spouse

Client Services Operations
The Church Pension Fund
19 East 34th Street
New York, NY 10016
benefits@cpg.org
Fax: (877) 432-9274

Back to Top

 


* Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.

Pensions Disclaimer