Health Benefits

PENSION BENEFITS

CLERGY FORMS/GUIDELINES

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

• W4 NEW!
• I9
• 2016 Clergy Compensation Form NEW!
• Summary of Costs to Church Aid for Dual Appointment NEW!

Information on W2s and Clergy Housing Allowance for Active Clergy:

• Housing Allowance Q&A
• W2 Information for Clergy
• Example of W2 for Clergy

Information on Clergy Housing Allowance for Retired Clergy:

• Housing Allowance for Retired Clergy
• Housing Allowance Worksheet 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:

• RMC Moving Packet

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)
NEW! 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)