Benefits Access System Changes Overview September 23, 2014

Clergy Retirement Security Program – Defined Benefit (CRSP DB) Topics Covered Clergy Retirement Security Program – Defined Benefit (CRSP DB) Supplement One to CRSP – The Pre-1982 Plan (Pre-82) Collins Pension Plan for Missionaries (Collins) All Distributions – Notifications View Annuity Details Balanced Social Values Plus Fund Implementation Timeline

Spousal Consent required if: CRSP DB Contingent Annuitant Married ppt with Pre-2014 credited service must designate a contingent annuitant Forms of Benefit Ppts with both Pre-2014 and Post-2013 credited service elect 2 forms of benefit Spousal Consent required if: Married ppt elects a Life Only form of benefit Married ppt elects a non-spouse contingent annuitant and Life & Survivor form of benefit

Contingent Annuitant Forms of Benefit Pre-82 None if not married Spouse if married and date of marriage is before end of last Episcopal Appointment (active or Disability-CPP) Forms of Benefit Life Only if not married Life & Survivor (determined by conference) if married

Verification by General Board of Global Ministries (GBGM) Collins Contingent Annuitant None if not married Spouse if married Forms of Benefit Life Only if not married Life & 70% Survivor if married Verification by General Board of Global Ministries (GBGM)

All Distributions - Notifications Distribution Request Notice* Generated at time user submits request in BA E-mailed to participant Ineligible Distribution Not eligible at time of processing (not retired, not required age, etc.) Sent to participant based on electronic delivery preference Confirmation Generated upon successful processing of first payment * Not generated by Take a Withdrawal / Distribution or Take MPP One-time Distribution functions

EFT information displayed and editable in BA prior to first payment View Annuity Details EFT information displayed and editable in BA prior to first payment Income tax withholding elections displayed and editable in BA prior to first payment Not available for Puerto Rico plan participants, Puerto Rico residents, or accountholders with foreign addresses Monthly Benefit Verification Statement Total monthly gross of all defined benefit and annuity payments an accountholder receives Does not include term annuities of the non-annuitized portion of MPP or retirement income payments Not available if a benefit set up is pending or if there is a legal hold

BSVPF to be discontinued as of 12/31/2014 Balanced Social Values Plus Fund BSVPF to be discontinued as of 12/31/2014 Message appears in Change Investment of Current Balance and Change Investment of Future Contributions Equity Social Values Plus Fund available as of 1/1/2015 Accountholders with a balance in or investment election for BSVPF on 12/31/2014 will be converted to: 65% Equity Social Values Plus Fund 25% Fixed Income Fund 10% Inflation Protection Fund

September 11 September & November January 1 Implementation Timeline September 11 CRSP DB, Pre-82, and Collins functionality Balanced Social Values Plus Fund messaging September & November Mailings to Balanced Social Values Plus Fund investors January 1 Balanced Social Values Plus Fund decommissioned and converted Equity Social Values Plus Fund available

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