Administrators Manual and Employee Benefits
General Administration & Finance | Benefits | Retiree Benefits
The Administrator's Manual is available online. Most of the information and forms you need for the administration of finances, personnel issues, payroll and benefits can be downloaded here. To view these documents you will nedd a PDF reader. You can download a free version of the Adobe Acrobat PDF reader from Adobe's website.
General Administration & Finance
- 2009 Budget Planning Packet (Clergy Compensation, COLA, Mileage Reimbursement, Benefit Premiums, Assessment Formula)
- 2009 Budget Planner
- 2008 Standard Mileage Rates for Reimbursement
- 2009 Standard Mileage Rates for Reimbursement
- Manual of Business Methods in Church Affairs
- Excerpts from Diocesan Canons
- List of Offerings
- 2009 Assessment Formula
- IRS Exemption Letter
- State of CA Sales Use & Tax
- Internal Audit Information
- 2008 Clergy Minimum Salaries, Sunday Supply & Rates
- 2009 Clergy Minimum Salaries, Sunday Supply & Rates
- Parsonage Allowance Information
- Discretionary Fund Guidelines
- An Accountable Plan
- Letter of Agreement for Rectors - sample
- Letter of Agreement for Vicars - sample
- Letter of Agreement for Lay Employees - sample
- Employee Evaluation - sample
- Child Abuse & Neglect Reporting Requirements
- Alcohol at Church Functions
- Personnel Policy SAMPLE
- Called to Right Relationship (a set of policies, standards and resources designed to ensure that our congregations are safe)
- Insurance - Workers Comp. Property, Umbrella, etc - Call Church Insurance (800) 293-3525
Payroll
- 2009 Payroll Calendar and Holidays to be Observed by Dio. House
- New Hire Paperwork Checklist
- Personnel Data Form
- Payroll Authorization Form
- Timesheet for Diocesan Payroll
- W-4
- State of CA Tax Witholding Allowance Certificate
- Employment Eligibility Form I-9
- 2009 Clergy Housing Allowance Certificate
- Clergy Tax Withholdings
- Clergy PreTax Pension Payroll Deduction Authorization
- Direct Deposit Enrollment Form
- Lay Employee ("Pension Plan") Defined Contribution Retirement Plan Payroll Deduction Form
- Lay Employee ("Pension Plan") Defined Contribution Retirement Plan Application
- Lay Pension Beneficiary Form
- Termination Packet
- Salary Continuation (unemployment) Benefits Information Application
Benesyst Flexible Spending Account Administration
Customer Service: http://www.benesyst.net/ or (800) 670-7131
- Benesyst Flexible Spending Account Booklet
- Benesyst CÙ?mo usar su Plan de Beneficios Flexible
- FSA Eligible Expenses IRS Publication 502
- Flex Spending Over The Counter Drug Guide
- FSA Orthodontia and Flex Benefits
- FSA Orthodontics Reimbursement Support Form
- Benesyst Flexible Spending Account Enrollment Form (Health Care & Dependent Care)
- FSA Daycare Reimbursement Form
- FSA Healthcare Reimbursement Form
Benefits
- Welcome to Diocesan Insurance Programs
- Benefit Rate Sheet
- Employee Assistance Plan
- Waiver of Medical/Dental Coverage
- HMO Benefit Plan Comparison
- PPO Benefit Summary
- Diocese of California Certificate of Domestic Partnership (legal & tax implications)
- Medical Continuation (COBRA-like) Instructions & Enrollment Form
- Salary Continuation (unemployment) Benefits Information Application
- Personnel Data Form
- Termination Packet
Blue Shield
Customer Service: http://www.mylifepath.com/ or (800) 424-6521
- Blue Shield HMO Plan Summary
- Blue Shield HMO Prescription Drug Summary
- Blue Shield HMO Supplement for Inpatient Substance Abuse Treatment
- Blue Shield PPO Plan Summary
- Blue Shield PPO Prescription Drug Summary
- Blue Shield PPO Supplement for Inpatient Substance Abuse Treatment
- Blue Shield Enrollment Form
- Blue Shield Lifepath Resouces Extra Services at No Extra Cost
- Blue Shield Student Verification Form
- Blue Shield Domestic Partner Certification
- Blue Shield Change Form
Cigna Dental
Customer Service: http://www.cigna.com/ or (800) CIGNA24
- Cigna Dental Benefit Summary
- Cigna Dental Enrollment & Change Form
- Cigna Dental Insurance Coverage Booklet
- Cigna Dental Claim Form
Concern Employee Assistance Plan
Contact information: http://www.concern-eap.com/ or please call (800) 344-4222 for counseling services. The 800 number is answered 24 hours a day, 7 days a week
- Concern Career Development Services
- Concern Financial Services
- Concern Eldercare Resources
- Concern Legal Referral Services
- Concern Employee Services
Kaiser Permanente
Customer Service: http://www.kaiserpermanente.org/ or (800) 464-4000
- Kaiser Permanente Summary for Active Employees
- Kaiser Permanente Senior Advantage
- Kaiser Permanente Enrollment Form
- Kaiser Permanente Facility Guide
- Kaiser Permanente Change Form
- Kaiser Permanente Domestic Partner Affidavit
- Kaiser Permanente Disabled Dependent Application
- Kaiser Permanente Student Certification Form
Prudential Disability(Lay employees short & long term disability)
Clergy Disability with Church Pension Fund
Customer Service: http://www.cpg.org/
- Clergy STD Summary Highlights Sheet
- Clergy STD Frequently Asked Questions
- Clergy LTD Enhanced Disability Benefit Summary and Frequently Asked Questions
Long Term Care Insurance provided by UNUM
Cathedral School Employees must get materials from School Administration, all other employees please send email to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it to request materials.
Life Insurance
(no enrollment form required -coverage automatic to employees working 30 or more hours per week)
- Change of Elected Beneficiary Designation form (to be mailed directly to Church Life Ins)
- Summary of Group Life and Supplemental Group Life Insurance
Retiree Benefits
Church Pension Group
Customer Service: cpg.org