Clergy Benefits

Apportionments  |  Clergy Benefits  |  Conference Financials  |  Electronic Payments  |  Tax Information


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Health Benefits Information

Clergy Benefits Online Payments

Individual benefit participants may use this link to make payments online for Health Plan (dependents or Optional Continuation), and for Dental Insurance.

You can make a one-time payment from your checking account (ACH) without creating a profile. Or, you can create a Profile so the system will remember who you, and will pre-fill the form the next time you make an entry. In the profile, you can also instruct the system to make recurring payments (every month) if you wish.

Online Statements and Payments by Churches

Clergy Benefits Disclosure

Tennessee Conference Health Benefit Summary Plan Description

Summary of Benefits Coverage

2018 Health Plan Eligibility & Premiums

Health Plan Enrollment Form

Benefits Enrollment Information

Health Plan Privacy Policies

UMR EZ Claim Form for submitting a health plan claim directly to UMR when the health care provider does not submit a claim. (Do not use this form for drug or dental claims.)

Caremark Paper Claim Form for submitting a prescription drug claim directly to Caremark when the pharmacy is not in the network and does not submit a claim. Claims can also be submitted online by registering here. (Do not use this form for medical or dental claims.)

Dental Benefit Options  Two voluntary dental plans offered to clergy and lay employees eligible for the Tennessee Conference Health Plan. Both dental plans offer a 15-20% discount of certain vision services if you select a “Vision Service Provider.” Premiums are the responsibility of the individual and are not supported through the Annual Conference budget.

Affordable Care Act Information & Resources

ACA Info explains how participants in the Tennessee Conference Health Plan are affected by the Affordable Care Act, and includes links with resources for individuals and plan sponsors.

Health photo

Retirement Benefits

CRSP At a Glance Summary of Clergy Retirement Security Program for full time clergy.

UMPIP At a Glance One page summary of United Methodist Personal Investment Plan.

Designation of Beneficiary – Wespath Administered Plans

Contribution Election Form to begin or change your UMPIP before-tax or after-tax contributions. The employee and salary-paying unit must complete the agreement. The employer/salary-paying unit should keep the original form for its payroll records. Please make a copy of the completed form to Wespath Benefits and Investment at the address on the second page of the form, or you may fax it to 1-847-866-5195.

EY Planning Services When you invest toward retirement with Wespath Benefits and Investments you enjoy the added-value benefit of confidential, professional help from EY at no cost.

UMPIP Plan Sponsor Adoption Agreement (instructions and forms to set up a church to handle its pastor’s and staff voluntary pension contributions to UMPIP.  Including making the church a “Plan Sponsor” with Wespath and the form for the participant to set or change the amount the church withholds from their salary and pays into their account at Wespath).

Rental/Housing Allowance Resolution  This resolution, which is adopted each year at annual conference, allows clergy to exclude from their taxable income benefits they receive from Wespath, up to the amount allowed by law.

Disability and Death Benefits (Comprehensive Protection Plan)

CPP Benefit Schedule 2018 Summary of clergy disability and life insurance benefits.

CPP Summary Plan Description Details of the disability and death benefits provided to clergy.

Designation of Beneficiary – Wespath Administered Plans  Complete this form if change your beneficiary designation. You may want to review your designation each time there is a change in your family status, such as birth, marriage, divorce or death.