2016 Retiree Information

This page is consistently being updated, please check back.

So You Are About To Retire…
One Year Before You Retire…

  • Contact Pension Services at 1-866-802-6333 and arrange a visit to their New York Office to get a complete update on what you can expect at retirement, and to make sure your Years of Credited Service and Income Credited are correct.
  • You should actually have been checking the Annual Personal Information Summary Reports that are mailed to you in January of each year, since it is easier to correct a problem when it happens than ten years afterwards when parish administration and clergy are totally different!

Six Months Before You Retire…

  • If you are a Rector, notify the Canon for Transitional Ministries
  • Make sure you (and your spouse) have a copy of your Birth Certificate. You may need that to apply for Social Security and Medicare. (Medicare at 65, Social Security 65 to 67)
  • Advise the Chaplain to the Retired, Lloyd Winter of your plans and arrange a visit with you (and your spouse.)

Three to Four Months Before You Retire…

  • Apply for Social Security and Medicare Parts A and B only, if you haven’t already done so 1-800-772-1213 –
  • In many cases, retirees over 65 have already applied for Social Security and/or Medicare Part A, in which case, they need only to apply for Medicare Part B. This can usually be done with a phone call

Three Months Before You Retire…

  • Apply for your Retirement Pension with the Church Pension Fund at 866-802-6333.
  • As soon as you have (1) applied for retirement the Church Pension Fund and (2) received your Medicare Card or a Letter evidencing that you have both Medicare Parts A & B, contact the Post Retirement Health Benefit Customer Engagement Center to sign up for Part B Retiree Supplemental Insurance. The form will need to be signed off by the Diocesan Office, c/o Diocesan Health and Welfare Benefits Trust, Church House, 3717 Chestnut St., Suite 300, Philadelphia, PA 19103

Special Notes:

1. If at retirement you are 65 and your spouse is younger, and you and your spouse have been enrolled in one of the Diocese’s health plans, you will need to enroll your spouse in a single subscriber Health Plan offered by the Diocese for active clergy.

2. If your spouse turns 65 before you do, and you have not retired, your spouse should remain on you Diocesan plan until you retire, since it is your Retirement which triggers eligibility for the Medicare Supplement with CPG.

3. If your spouse turns 65 before you do, and you have retired (regardless of whether you are eligible for Medicare yet or not), you will need to enroll  your spouse with the Medical Trust and continue as a Single Subscriber on the Diocesan active clergy plan

A Guide to Benefits Under the Clergy Pension Plan. 


Medicare Supplement for Retired Clergy

The costs per person per month for the Medicare Supplement Health Plans with prescription drug benefits are as follows:
Comprehensive Plan            $330
Plus Plan                              $450
Premium Plan                      $520
For full plan details, please visit the Plan Handbook.