Information for Clergy Changing Appointment


Benefits Assistant
(978) 682-7676 ext.122

The Benefits Department offers this  important information for pastors who are changing appointments. Most of this information can be found in other areas of the site; it has been compiled here to make it as convenient as possible.


Treasurer and Pastor Checklist
The Treasurer's Checklist is designed to help churches and pastors with appointment changes be sure they have completed all the necessary benefits paperwork. 
Church Dashboard/People Portal
View your pastor's pension and health insurance billing
Pastor’s, Staff Parish Relations Chairs, and Treasurers can review their Pastor’s Health insurance and Pension billing amounts in the Church Dashboard/People Portal. Login or register:
United Methodist Personal Investment Plan/Clergy Retirement Security Program
Clergy who are making a change to or just starting their United Methodist Personal Investment Plan (UMPIP) or who are going to a new church and wish to continue their UMPIP in their new appointment, will need to fill out a Contribution Election form for Wespath Benefits and Investments.  
Clergy Retirement Security Program
Eligible clergy can earn an additional 1% matching contribution to their Clergy Retirement Security Program (CRSP) DC account by contributing at least 1% of their plan compensation to the UMPIP. 
Click the links below for more: 
At-a-Glance - CRSP
Pension Calculator

Developed by the Conference Benefits office, the 2023 Pension Calculator (Excel spreadsheet) designed to assist local church treasurers with calculating the Pension/Death & Disability Billing Rate for clergy. (Be sure to enable editing once you've downloaded the calculator).  

For an example of how the 2023 pension is calculated click 2023 pension calculation example

This information can also be found with our Church Treasurer's Handbook here.

2023 Pastoral Compensation Guide

2023 Health Insurance and Copay Rate Information   
Automatic Clearing House (ACH) Forms
ACH transactions are electronic payments created when the church Pastor, SPRC Chair or Treasurer gives the Conference authorization to debit directly from the churches checking or savings account for the purpose of bill payment. 
Utilizing the ACH option for pastor pension and/or health insurance payments provides a discounted premium! 
Authorizations, submitted annually,  are completed electronically via the Church Dashboard in the People Portal  


Guardian/Mayflower Moving offers a 63% denominational discount* through GCFA on your moving needs. Mayflower is a trusted, national moving company for over 90 years. Mayflower offers a full line of customizable moving services and is able to help with moves of any size; no matter where you’re headed to next.

See Mayflower's Moving Checklist

Please fill out the Referral Form and return to to get the process started on your next move.

*NOTE: This denominational discount applies for moves over 50 miles and other restrictions might apply.

Moving: Reporting moving expense payments for clergy
It is important and necessary for local churches to report any moving expense payments made to, or on behalf of, active clergy to the Conference for benefit calculation purposes. If local churches fail to report moving expense payments, clergy may receive fewer benefits than they are entitled to.
What to report:

The amount of any moving expense payment provided to or on behalf of an active clergyperson,