Benefits Information for Pastors in Transition

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Benefits | HealthFlex for Full-Time Clergy | Pension and Retirement for All Clergy

Benefits

• Five Quick Tips for Clergy Taxes
• Rev. Nate Berneking's Clergy Tax Presentation
• 2023 Right Start Benefits Presentation (PDF)

HealthFlex

Full-Time Clergy Only

Important Documents

• HealthFlex Well-Being Programs (PDF)
• Plan Comparison (PDF)
• Monthly Premiums (EXCEL)
• 2023 HealthFlex Mental Health Benefits (PDF)
• Enrollment Change Form (PDF)
• Temporary Card (PDF)

Additional Resources

• 31 Day Enrollment Compliance Rules (PDF)
• Continuation Coverage Under HealthFlex (PDF)
• Flexible Spending Accounts (PDF)
• Health Savings Accounts for Participants in HealthFlex Health Savings Account Plans (PDF)
• Healthy You Healthy UMC (PDF)
• How Do I Choose a Plan? (PDF)
• Important HealthFlex Information and Disclaimers (PDF)
• Let the EAP Lighten Your Load (PDF)
• New Appointment, New Possibilities (PDF)
• New Community (PDF)
• Weight Watchers (PDF)
• Work Life Services (PDF)

Pension and Retirement

Full-Time and Part-Time Clergy

• Beneficiary Form (PDF)
• Consolidating Your Accounts (PDF)
• CPP At a Glance (PDF)
• CRSP At a Glance (PDF)
• CRSP-CPP Enrollment Form (PDF)
• EY Financial Services (PDF)
• Incoming Rollover Form (PDF)
• Saving for Your Future (PDF)
• UMPIP At a Glance (PDF)
• Wespath Services for Financial and Retirement Planning (PDF)
• Understanding Your Investment Options (PDF)