Forms & Publications

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Visit our Forms and Publications Library for all CPG documents.

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.
Retirement Savings Plan (RSVP) Forms
Title
What is this for?
Contact Information
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
Retirement Savings Plan (RSVP) Publications
Title
What is this for?
Pages
Mail It
RSVP & Lay DC Plan Employee Guide
Your guide to getting started investing
12
RSVP & Lay DC Investment Options Guide
Information about your investment options as participant in the RSVP & Lay DC
32
Fund Performance Retirement Savings Plan (RSVP)
Quarterly results
4
Defined Benefit Plan (Lay)
Title
What is this for?
Contact Information
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
Lay Defined Contribution Plan Forms
Title
What is this for?
Contact Information
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
Lay Defined Contribution Plan
Title
What is this for?
Pages
Mail It
RSVP & Lay DC Plan Employee Guide
Your guide to getting started investing
12
RSVP & Lay DC Investment Options Guide
Information about your investment options as participant in the RSVP & Lay DC
32
Fund Performance Defined Contribution Plan
Quarterly investment returns
4
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
N/A
Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
To withhold federal taxes from your periodic pension payments
3
N/A
Instructions for Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
Instructions for completing the Form W-4P
2
N/A
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
N/A
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
N/A
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
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