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 2019 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.
ChurchMutual Policy Holders
Risk Reporter Publications – Risk-focused periodical discusses timely and relevant topics
Trending Topics – Trending topics highlight recent developments affecting policyholders
Videos & Webinars – Recorded videos and webinars dive deep into important topics
Other Safety Resources – Library of safety resources has plenty of useful information