Pension Benefits
| Workshops | |
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Financial Planning for your Future It’s never too early. |
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| Information Links | |
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2012 Pension Information |
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Pension and Benefit Plans Availability and Eligibility for Clergy and Lay |
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CPP-Benefit Amounts for 2011 Benefits Amounts for Comprehensive Protection |
| • | Professional Financial Planning Advice (This is a free publication for 2009-10 through Ernst & Young) |
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General Board of Pension and Health Benefits (GBOPHB) Web site |
| • | MPP Annuity Conversion Rate (rate is updated monthly) |
| The Social Security Administration has set up a user friendly method of filing for benefits online at www.socialsecurity.gov | |
| Benefit Forms | |
| Many of the following PDF files require Acrobat Reader. You can upgrade your "Reader" by going to this address and download this FREE software. |
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Instructions for Pension Enrollment for Clergy |
| • | Instructions for Pension Enrollment for Lay The United Methodist Personal Investment Plan (UMPIP) |
| • | Conference Pension Enrollment Form for clergy |
| • | UMPIP - Plan Enrollment Information Pension Enrollment Form for UMPIP for lay |
| • | Beneficiary Designation- Retirement Plans for clergy and lay |
| • | Beneficiary Designation - Welfare Plans for clergy (full-time appointment only) |
| • | Investment Election Form for clergy and lay |
| • | General Board Investing Opportunities |
| • | Clergy Retirement Security Program (CRSP) Booklet |
| • | Clergy Retirement Security Program (CRSP) Booklet (Spanish) |
| • | UMPIP Overview |
| • | Comprehensive Protection Plan (CPP) -summary plan description |
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| • | UMPIP Before-Tax/After Tax Agreement (Only for changes for lay employees at churches/organization that receive bills straight from the GBOPHB) |
| Church Pastor Compensation Report is found under the Charge Conference Forms | |
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To access some more GBOPHB forms check out https://extranet.gbophb.org |
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| Lay Pension Plan Set-up Forms | |
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These forms are for those churches/organizations that currently do not have UMPIP set up for their lay employees, but would like to set up the plan. |
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| • | Adoption Agreement Instructions |
| • | Adoption Agreement |
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Once the UMPIP plan is set up for the lay employee(s) of the church/organization, please see the Instructions for Pension Enrollment for Lay above. |
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| Contact Information | |
| Personnel/Pensions Director Stephen Mitchell (405)530.2063; smitchell@okumc.org |
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