Employment Change Form

Report employment and compensation changes for changes effective on or after January 1, 2018.

The Church Pension Fund, 19 East 34th Street, New York, NY 10016, Attn: Client Services, admin-assist@cpg.org

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

Preretirement Survivor Benefit Designation Form

To designate beneficiaries for the preretirement survivor benefit under the Clergy Pension Plan

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

New Assignment Notice - 2017

To update your pension information when you take a new job effective on or before December 31, 2017

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

Report of Change in a Cleric's Compensation - 2017

To report a change in your compensation effective on or before December 31, 2017

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

Working While Pensioned Exception Application

To request an exception to the rules for Working While Pensioned

The Church Pension Fund c/o Benefits Policy COEO Committee 19 East 34th Street New York, New York 10016

Payment Method Authorization Form

To receive your monthly pension benefit by direct deposit

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

Extension of Ministry Application

To continue participating in the Clergy Pension Plan while serving at a non-The Episcopal Church organization

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

Employer Adoption Agreement-Clergy Pension Plan or International Clergy Pension Plan

Agreement form to join The Church Pension Fund Clergy Pension Plan or International Clergy Pension Plan for an employer who is associated with The Episcopal Church (but not subject to the authority of the Church)

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IRS Withholding Forms At-A-Glance

Overview of revised Form W-4P and new Form W-4R

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Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)

To withhold federal taxes from your periodic pension payments

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Instructions for Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)

Instructions for completing the Form W-4P

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State Equivalent – Withholding Certificate for Periodic Pension Distributions (State Income Tax)

To withhold state taxes from your monthly pension benefit

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

Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)

To withhold federal taxes on your nonperiodic pension distributions

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Instructions for Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)

Instructions for completing the Form W-4R

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State Equivalent – Withholding Certificate for Nonperiodic Pension Distributions (State Income Tax)

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

2024 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)

To calculate housing exclusion for retirees

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2023 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)

To calculate housing exclusion for retirees

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2022 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)

To calculate housing exclusion for retirees

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