1. Benefits Access
System Changes Overview
September 23, 2014

2. 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

3. 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

4. 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

5. 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)

6. All Distributions - Notifications
Distribution Request Notice*
Generated at time user submits request in BA
ed 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

7. 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

8. 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

9. 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

10. Return for final questions and answers