Benefits Office Downloads

Please contact Bruce Galvin, Conference Benefits Officer, 206.870.6819, if you have any questions about the forms you find here. If you can’t find the form you are looking for here, you might want to check the Treasurer’s Office Downloads page as well.

Designation of Beneficiary Form
2021 Benefit Billing Abbreviations

Benefits Cost Workbook

• Benefits Cost Workbook – 2021
• Benefits Cost Workbook Instructions

Benefits with New Appointment

• Additional Information
  •  UMPIP Enrollment Form
  • Designation of Beneficiary Form
  • Financial Planning Advice (EY and Revelation Financial Planning)
• All New Appointments
  • New to Conference – Full Time
    • Retirement & Disability-Death Information
    • HealthFlex
      • HealthFlex Information
      • HealthFlex Enrollment Form
    • Wellness Information
• New to Conference – Part Time
  • UMPIP Retirement Information
  • UMLife Option – must be Elder, Provisional or Deacon

Moving Expenses

• Clergy Moving Expenses Q&A for Participants
• Moving Expenses – Notice to Local Churches
• Moving Expense Information

Healthflex Program

• Health Policies 1-1-18
• HealthFlex Exchange Information

Mission Connection Ministry Financials

• Church/Organization Benefit Statements

Pastoral Support Worksheet

PDF files may require free Adobe Acrobat Reader for fields to auto-calculate.

• 2021 Pastoral Support Worksheet | (Worksheet Definitions)
  • 2021 Full Time | PDF (May require free Adobe Acrobat Reader for fields to auto-calculate.)
  • 2021 Part-time & No Benefits | PDF (May require free Adobe Acrobat Reader for fields to auto-calculate.)
  • Assistance with Worksheet (2021) | PDF
• UMPIP Before/After-Tax Contribution Form – 2019