CHURCH PENSION GROUP/FUND

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About

The Church Pension Group is the umbrella organization for:

• The Church Pension Fund
• Church Life Insurance Corporation
• The Church Insurance Companies

• The Episcopal Church Medical Trust
• Church Publishing Incorporated
• CREDO Institute, Inc.

Click HERE to go to the CPG website.

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Church Pension Fund (CPF)

The Church Pension Fund (CPF) has been the sponsor and administrator of The Church Pension Fund Clergy Pension Plan (a defined benefit plan) since 1917.  Today, CPF also sponsors and administers pension plans for eligible lay employees, as well as the Episcopal Church Retirement Savings Plan, a vehicle through which clergy and eligible lay employees can save their own retirement dollars.  Click HERE to go to the CPF webpage.

Clergy Forms & Benefits

• New Assignment Notice - Use this form if you are beginning a new assignment.
• Compensation or Duties Change Form - Use this form to report any compensation or duties changes for clergy. 
• Guide to the Short-Term Disability Benefit - A four-page document from Church Pension Group regarding short-term disability benefits for clergy.
• Guide to Benefits Under the Clergy Pension Plan - From the Church Pension Fund, this guide provides the Clergy Pension Plan benefits & rules.
• Pre-retirement Survivor Benefit Beneficiary Designation Form - This Church Pension Fund letter and form is used to name a pension beneficiary for the receipt of pension benefits if you die before retirement.
• Federal Income Tax Status of Church Pension Fund Benefits (re: Housing Allowance) - This one-page document will help clergy calculate housing exclusion amounts for retirees.
• 2016 Tax Guides - Visit this Church Pension Group webpage to obtain documents regarding 2015 tax information and preparation for clergy and administrators.
• Clergy Pre-Retirement Checklist -  A handy one-page document from the Church Pension Fund to assist clergy in preparing for an upcoming retirement.
• State Withholding on Benefit Payments - This memo regarding state tax withholdings is from the Church Pension Fund. The Fund will accommodate your state tax withholding on benefit payments from the CPF.