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About Your Personal Information

Clergy & Lay Defined Benefit Plan Participants Only 

Is your personal information up-to-date?

Retirement benefits for clergy and lay employees in the defined benefit pension plan and their families are based on compensation and years of credited service. To help assure your benefits while you are working, it's important that you:

Questions? Call (866) 802-6333 Monday to Friday, 8:30 a.m. to 4:45 p.m. (Eastern)
To update parish and diocesan information on all CPG accounts, login to the Redbook.

Review your personal information

Your Personal Information Summary is a statement of your accumulated credited service and your highest average compensation to date.

To request a copy of your most recent Personal Information Summary, call
(866) 802-6333 or email us.

This statement projects your monthly retirement benefit at normal retirement age. It includes other personal information, such as date of birth, current compensation, beneficiaries, and your address.

The Personal Information Summary is mailed to participating clergy and lay employees in September.

Review your compensation

The Annual Certificate is a statement of your compensation and credited service earned for the previous year, as recorded by the Church Pension Fund. This certificate is mailed to participating clergy in the first quarter of every year.

To request a copy of your most recent Annual Certificate, call (866) 802-6333 or email us.

Request a pension estimate

Call the Benefits Team in Pension Services at (800) 223-6602 or email us.

Your estimate will be processed and mailed to you in about 10 business days.

 

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