Health Benefits

PENSION BENEFITS

CLERGY FORMS/GUIDELINES

Required forms to be filled out to bring new clergy on church payroll:

Information on W2s and Clergy Housing Allowance for Active Clergy:

Information on Clergy Housing Allowance for Retired Clergy:

Rental Housing/Allowance Statement in Petition

Information on Accountable Reimbursements:

  • Accountable Reimbursement (PDF)
  • Q&A/Allowable Items (PDF)

Information on Clergy Moving:

Ministerial Education Funds Application (DOC)

Charge Conference

FINANCIAL FORMS/GUIDELINES

Fund Balance Report (PDF) (XLS)
Group Ruling for Tax Exemption (PDF)
Records Retention Schedule (PDF)
Travel and Meeting Expense Guidelines (PDF)
Check Request Form (PDF) (Excel)
Unrelated Business Income (PDF)
Benevolence Fund Policy (PDF)

OTHER FORMS/GUIDELINES

Background Check Information and Form (PDF)
Equitable Compensation Form (PDF)