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

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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

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

Worksheets

Title What is This For? Contact Information
Determining Life Insurance Needs Step-by-step guidance

E-Mail churchlife@cpg.org

Figuring Retirement Income Needs To help you calculate and plan

Financial Assessment Checklist to get you started

Life Goals To help you think about the financial implications of your goals

Monthly/Annual Spending Plan To help you create a budget

Net Worth Statement An overview of your assets and liabilities

Organizing Financial Documents Guidance on what information to gather and where to find it

Resources for Financial Assessment Resources for Financial Assessment

Setting Financial Goals To set short, medium and long term goals

Summary of Insurance Statement To keep your critical insurance information in one place

What Will College Cost Use this worksheet to estimate the cost of a four-year bachelor's degree.

Your Financial Planning To Do List To help you take action

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