New and Moving Pastor Forms

 

Please provide all forms (except the I-9) to the Benefits Office.

Do not send the forms to Wespath. 

 

A Note Regarding Part-time Appointments - per the Annual Conference, clergy who are appointed 1/2 time or greater are eligible to receive benefits under CRSP. The 1/2 time or greater is determined by the salary paid to the clergy person (as per Wespath rules) in relation to the full-time compensation as approved by the Annual Conference. Please refer to Compensation Levels for Determining CRSP Eligibility for Part-time Clergy.

 

Forms Required Regardless of Appointment

• Clergy Financial Support Worksheet - (Data Services, login required)  - District Approval due July 1
  • Clergy Instructions
  • Lay Approval Instructions

• I-9 Work Form- filled out for and with your employer - provide to the church (do not send to Benefits) by July 1

• Clergy Information Reports - should be updated ANNUALLY (Data Services, login required)  - due July 1 

 

Additional Forms for Existing Full Time Elders, Deacons, Provisional Elders, Provisional Deacons and Local Pastors 

• Appointment Form –already appointed in N GA-if change necessary
• UMPIP Contribution Election Form- participation is optional, clergy who choose to update their election based on a change in appointment may do so using this form; however, the contribution from the prior appointment will roll over to the new appointment. If clergy choose to change their election, this form must be provided to Benefits by July 1
  • Instructions

 

Additional Forms for NEW Full Time Elders, Deacons, Provisional Elders, Provisional Deacons and Local Pastors 

• Pre-Appointment Form 1st Time- DS fills out and brings to Appointive Cabinet meeting
• Insurance Enrollment due to Conference Benefits by June 5,
  • Plan Information can be found in the HealthFlex Insurance Information section
  • ​Instructions
• MetLife Enrollment Form due to Conference Benefits by June 5
• First Time Pension Enrollment form due to Conference Benefits by June 5
  • Details about CRSP and UMPIP can be found on the Pension page. 
  • Instructions

 

Additional Forms for Existing Part Time Elders, Deacons, Provisional Elders, Provisional Deacons and Local Pastors

• Appointment Form - DS fills out and brings to Appointive Cabinet meeting
• UMPIP Contribution Election Form- participation is optional, clergy who choose to update their election based on a change in appointment using this form; however, the contribution from the prior appointment will roll over. If clergy choose to change their election, this form must be provided to Benefits by July 1
  • Instructions
• Pension Waiver- for those choosing to waive CRSP- the original notarized waiver must be received by the Benefits Office within 60 days of the beginning of the appointment in order to waive the pension expense. 
• If clergy have waived pension at a prior appointment, this waiver does not extend to a new appointment. A new waiver is required for each appointment. 

 

Additional forms for NEW Part Time Elders, Deacons, Provisional Elders, Provisional Deacons and Local Pastors

• Pre-Appointment Form 1st Time- DS fills out and brings to Appointive Cabinet meeting
• First Time Pension Enrollment form due to Conference Benefits by June 5
  • Instructions
• Pension Waiver for those choosing to waive CRSP- the original notarized waiver must be received by the Benefits Office within 60 days of the beginning of the appointment in order to waive the pension expense.