DioCal Payroll Administration



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Payroll Information

2021 Budget Planning Packet - costs associated with clergy or lay employee, benefit rates, clergy compensation minimums, COLA, supply & interim clergy rates, assessment formula

Worksheet for Diocesan Payroll (aka “timesheet”) — See most recent payroll email reminder from Sarah Crawford for current Covid-19 worksheet to report hours or wage adjustments for payroll
2020 Payroll Calendar & List of Holidays Observed by Diocesan House (Bishop’s Office closed) — Revised May 2020
2020 Budget Planning Packet — costs associated with an employee, COLA, Clergy Compensation Minimums, rates for supply and interim clergy
New Hire Paperwork Checklist for Diocesan Payroll Service & Benefits Enrollments
Termination Packet (Packet includes: Termination Notice to Diocese, Extension of Benefits aka COBRA-like program & Salary Continuation aka unemployment ins. information)

Termination Packet Supplemental information and forms:

New Hire / Change Forms

2020 Employee Data & Benefits Eligibility Form
2020 Payroll Authorization
2020 Housing Allowance Resolution Certification & Parsonage Allowance Definition
W-4 (Send only the first page of form W4 to DioCal payroll. Keep the worksheet(s) for your record)
State of CA Tax Withholding Allowance Certificate
Clergy Tax Withholding Request Form with CPG Clergy Tax Resources (revised July 2020)
Employment Eligibility Verification Form I-9 [As of January 31, 2020, employers should begin using the new Form I-9, version 10/21/2019 (date found on the bottom of the form) please destroy all previous versions of form. Instructions for Form I-9 in English (PDF, 585.48 KB) Instructions for Form I-9 in Spanish (PDF, 607.84 KB)]
Direct Deposit Paperless Payroll Enrollment Form
2020 Insurance Premiums Pre-Tax Payroll Deduction Authorization (to be provided when employee opts into a medical plan that exceeds the employer plan offered)
2021 Employee Data & Benefits Eligibility Form
2021 Payroll Authorization (for new hires or mid-year changes)
2021 Housing Allowance Certificate of Resolution & Parsonage Allowance Defined with Sample Resolutions
2021 Insurance Premiums Pre-Tax Payroll Deduction Authorization (to be provided when employee opts into a medical plan that exceeds the employer plan offered

Scroll down for lay retirement or clergy pension forms.

New enrollment process for lay defined contribution retirement and clergy pension plans effective Feb 1, 2019: All new hires will be entered into CPG’s Employee Roster and enrolled in the appropriate retirement plan by the Diocesan Payroll & Benefits Coordinator. Once enrolled, the ongoing employee data management for retirement and pension plans is the responsibility of the employer’s assigned Senior Officer (typically the rector, vicar, or Ex. Dir.) or Administrative Officer (appointed by the local Sr. Officer). ER technical questions should be directed to CPG’s Client Services Team at (855) 594-2201, Monday–Friday, 8:30AM–8:00PM ET (excluding holidays) oradmin-assist@cpg.org

Lay Retirement

2020 Lay Defined Contribution Retirement Plan Pre-Tax Payroll Deduction Authorization

2021 Lay Defined Contribution Retirement Plan Pre-Tax Payroll Deduction Authorization

Clergy Pension & Retirement Savings

Enrollment in the clergy pension plan is a canonical requirement for those who meet the rules outlined in the plan document. Clergy Pension Benefits are detailed online at www.cpg.org.  The cleric and employer must complete the enrollment process directly with CPG.  

Church Pension Group contact information: www.cpg.org or call 1.800.480.9967 M-F 5.30am-5pm Pacific

Clergy Pension forms, available from www.cpg.org forms library, should be filed directly with CPG. The Diocese does not submit notices for any cleric working at a congregation or institution paid through Diocese Payroll Service.

Employment Change Form to report new assignments or compensation changes effective on or after January 1, 2018
Visit www.cpg.org forms library for paperwork needed to make changes effective on or before December 31, 2017

Retirement Savings (RSVP) - Optional
The Episcopal Church Retirement Savings Plan (RSVP) is a 403(b) tax-deferred retirement savings plan that gives clergy the option of contributing their own money toward their retirement savings. If your employer does not currently participate, the employer should first complete the Employer Adoption Agreement and contact CPG at (866) 802-6333, Monday - Friday, 8:30AM - 8:00PM ET (excluding holidays).

RSVP Enrollment Form — to be sent directly by cleric/employer to CPG
2020 Clergy Pre-Tax Payroll Deduction Authorization for RSVP or 403b – to be filed with payroll office for an active RSVP or 403b account.

2021 Clergy Pre-Tax Payroll Deduction Authorization

Employee Payroll Related Resources

Instructions to Access Your Online Payroll and Tax Records — for help registering your account at www.mypaychex.com or for password resets call: MyPaychex Support Center at (877) 281-6624
Clergy Pension Services
Lay Pension Services

Flexible Spending Accounts — 2020 FSA with Paychex

Employees on Diocese payroll working at least 20hrs/week are eligible to participate in the FSA. By setting pre-tax money aside each paycheck for medical and dependent care expenses, employees can save an average of up to 40% a year on out-of-pocket expenses. Use this tool to calculate your annual election and explore tax savings.

Call Paychex FSA employee support for assistance with FSA benefits: 1-877-244-1771. 

2020 FSA Enrollment Form (to be completed and returned to DioCal payroll office by email or fax before first paycheck issues)
FSA Employee booklet
FSA Health Eligible Expense Listing
FSA Dependent Care Eligible Expense Listing
2020 Paychex FSA Summary Plan Description — Email sarahc@diocal.org to request a copy