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

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

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

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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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 RSVP

For employers to adopt The Episcopal Church Retirement Savings Plan (RSVP) or amend an existing adoption of that plan.

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

Fidelity PSW New User Request Form

For access to PSW contribution remittance platform for Lay DC and RSVP remittances

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

Sample Annual Notice Letter

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

Splitting Your Pension Upon Divorce - Clergy DB

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

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 - Clergy Pension Plan

Model order for shared payment QDRO

Model QDRO - Shared Payment - Lay DB Plan

Model order for shared payment QDRO

Model QDRO - Separate Interest - Clergy Pension Plan

Model order for separate interest 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

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