Forms & Publications

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Financial Forms
Title
What is this for?
Contact Information
Mail It
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
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
Resources for Financial Assessment
Resources for Financial Assessment
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Tax Withholding Forms
Title
What is this for?
Pages
Mail It
IRS Withholding Forms At-A-Glance
Overview of revised Form W-4P and new Form W-4R
1
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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
3
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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
2
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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
3
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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
2
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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
1
2023 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)
To calculate housing exclusion for retirees
1
2022 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)
To calculate housing exclusion for retirees
1
Worksheets
Title
What is this for?
Contact Information
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
Your Financial Planning To Do List
To help you take action
What Will College Cost
Use this worksheet to estimate the cost of a four-year bachelor's degree.
Clergy Pension Publications
Title
What is this for?
Pages
Mail It
A Guide To Clergy Benefits
Guide to Clergy Benefits under the Clergy Pension Plan
46
A Guide to Clergy Benefits (Español)
Guide to Clergy Benefits under the Clergy Pension Plan (Español)
47
Clergy Pension Plan At-A-Glance
A summary of The Church Pension Fund Clergy Pension Plan
2
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Clergy Pension Plan At-A-Glance (Español)
A summary of The Church Pension Fund Clergy Pension Plan (Español)
2
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