Existing 403(b) Options

Options for employers with existing 403(b) plans

1

Deferred Annuity Contract Withdrawal Form

Deferred Annuity Contract Withdrawal Form

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

Direct Deposit of Church Life Annuity Benefit

Direct Deposit of Church Life Annuity Benefit Form

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

Interest Accumulation Fund Account Withdrawal Form

Interest Accumulation Fund Account Withdrawal Form

Church Life Insurance Corporation 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

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

QDRO Procedures and Model – RSVP & Lay DC Plan

Steps for determining spousal benefits in the event of divorce

The Church Pension Fund c/o Legal Department 19 East 34th Street New York, NY 10016 E-mail: 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

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

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

Employee Application for Membership The Episcopal Church Lay Employees’ Retirement Plan

For an employee to join the Lay DB pension plan

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

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

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

For an employee to join the Lay DC plan or RSVP

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

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