BENEFITS FORMS AND GUIDELINES

Health Flex Phone #'s

Health Premium Rates

• Active Participant Rates
• Retiree Participant Rates
• 2013 Health Flex Rates

BENEFITS

Medical and Pharmacy -- Active -- United Health Care(UHC)

• EPO -- D Benefits Summary and Plan Booklet
• 2013 Pharmacy Plan
• PPO Benefits Summary and Plan Booklet
• OOA Benefits Summary and Plan Booklet
• VSP (vision) Benefit Summary
• Medco Pharmacy Prescription Drug Plan
• 2013 PPO Option 750

Medical and Pharmacy--Retirees

• United Health Care (UHC) Advantage HMO (formerly Secure Horizons) Benefits Summary
  Note: UHC Advantage plan includes pharmacy and vision
• Medicare Companion 2 Plan
• Vision Care Plan for retirees enrolled in the Companion 2 Plan
• Medco Pharmacy Prescription Drug Plan for retirees enrolled in the Companion 2 Plan

Dental--Active and Retiree

• Cigna HMO Dental
• Cigna Traditional Dental
• Cigna Dental Claim Form

United Behavioral Health (UBH)

• EAP and Behavioral Health Plan EPO
• EAP and Behavioral Health Plan PPO

OTHER IMPORTANT INFORMATION

Reimbursements

• Ceridian MRA Claim Form
• Ceridian DCA Claim Form
• MRA-DCA and MRA Grace Period Information

Wellness Guidelines

• Age 10 and Under
• Age 11-24
• Age 25-64
• Age 65 and Over

Personal Health Screening Guidelines

Weight Watchers

Wellness and You -- Wellness Exam Benefits

CHURCH TITHE

Annual Conference Petition (DOC)

2012 Tithe Form, Instructions, & FAQs (XLS) (PDF)

Instructions (PDF)

FAQ's (PDF)

CLERGY FORMS/GUIDELINES

Accountable Reimbursement

Q&A/Allowable Items (DOC)

Policies-Short Form/Long Form (DOC)

Sample Expense Voucher (PDF)

Clergy Compensation Report & Instructions 2013 (XLS)

Conference Average Compensation--CAC (DOC)

Denominational Average Compensation--DAC (DOC)

Equitable Minimum Compensation (DOC)

Housing Exclusion Calculation

Sample Forms (DOC)

Sample Policies (DOC)

Ministerial Education Funds Application (DOC) (PDF)

Moving Checklist--New, Moving and Retired Policies (DOC)

Moving Expense Form (DOC)

Parsonage Housing Guidelines (DOC)

Pastors Discretionary Fund (DOC)

Tax Reporting Requirements

Clergy Payroll/Clergy Form W2 (DOC)

Clergy Tax Packet (DOC)

Charge Conference

CONFERENCE ANNUAL BUDGET

2012

CONFERENCE AUDITED FINANCIAL REPORTS

2010

FINANCIAL FORMS/GUIDELINES

Audit Guide (DOC)

Bequest Form (DOC)

EFT-Electronic Funds Transfer Form (PDF)

Financial Internal Control Policy (DOC)

Fund Balance Report (XLS) (MS Word) (PDF)

Group Ruling for Tax Exemption (PDF)

Internal Financial Controls Suggested Format (DOC)

IRS Mileage Allowance/Conference Guidelines (DOC)

Property Tax Exemption Documents (DOC)

Records Retention Schedule (PDF)

Travel and Meeting Expense Guidelines/Voucher (PDF)

Unrelated Business Income (DOC)

Benevolence Fund Policy (DOC)

PROPERTY AND LIABILITY FORMS/GUIDELINES

Auto Accident Claim Form (PDF)

Incident Claim Form (PDF)

Incident Contact Information (PDF)

Property Insurance Claim Form (PDF)

Summary Coverage Level Requirements (DOC)

Vehicle Loaning Policy (PDF)

Workers' Compensation Claim Form (DOC)

OTHER FORMS/GUIDELINES

Background Check Information and Form (PDF)

Church Closing Procedure (DOC)

Conference Chancellor Guidelines (DOC)

Employer/Independent Contractor (DOC)

Charge Conference Forms

The following is a list of forms currently available. Each form usually has 2 or more formats available for download and use.

These forms may be used in all RMC UMC Districts/Sub-Districts

2012 Charge Conference Cover Letter/Format Suggestion (DOC) (PDF)

Fund Balance Report (XLS) (MS Word) (PDF)

Charge/Church Conference Checklist 2012 (DOC) (PDF)

Certified Lay Minister Candidate Annual Report 2012 (DOC) (PDF)

Checklist for Annual Parsonage Walk-Through 2012 (DOC) (PDF)

Church Leadership Directory 2012 (DOC) (PDF)

Clergy Compensation Report & Instructions - 2013 (For the coming year) (XLS)

Declaration of Candidacy 2012 (DOC) (PDF)

Continuation of Candidacy 2012 (DOC) (PDF)

Lay Speaker Annual Report (DOC) (PDF)

Membership and Worship Attendance Report 2012 (DOC) (PDF)

Retired (etc.) Minister's Report 2012 (DOC) (PDF)

UMPIP Enrollment Form (PDF)

Tithe Plus Mission Litany of Commitment (DOC) (PDF)

Tables I, II, III (Statistical Reporting) On-Line

Interpreter Magazine Online Enrollment/Update Form: Call 888-346-3862 for your Church Number and Password to process this online form.

WHY WORSHIP ATTENDANCE MATTERS AND CLUES FOR IMPROVING IT

A video called, "Why Worship Attendance Matters and Clues for Improving It" is available for download here.

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These forms may be submitted in various ways, after downloading:

1. Print the form, fill in by hand or typewriter, mail to address on the form. (This is the only choice with PDF files.)

2. A word processor can be used to fill in the  DOC type form, save as DOC file, send as e-mail attachment to your District Office.

3. MS Excel can be used to fill in the fields of the XLS type form, save as XLS file, send as e-mail attachment to your District Office and perhaps to the Conference Treasurer.

Some forms are available as XLS files:

A "Viewer" for MS Excel .xls files is available HERE

Some forms are available as PDF files:

If your system does not have a recent version of a PDF Reader, the Adobe Acrobat Reader is available HERE.

SPRC Forms

Church and Pastor Profile Form - Due once every three years on December 1

Appointment Advisory Form (Clergy) - Due December 1

Appointment Advisory Form (SPRC) - Due December 1

Clergy Evaluation Tool (DOC)(PDF) - Due May 1

Clergy Evaluation Cover Letter

Clergy Profile - Due April 1