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
- 2008 Budget Planner
- 2008 Standard Mileage Rates for Reimbursement
- Manual of Business Methods in Church Affairs
- Excerpts from Diocesan Canons
- List of Offerings
- 2008 Assessment Formula
- IRS Exemption Letter
- State of CA Sales Use & Tax
- Internal Audit Information
- 2008 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
- Insurance - Workers Comp. Property, Umbrella, etc - Call Church Insurance (800) 293-3525
Payroll
- 2008 Payroll Calendar and Holidays to be Observed by Dio. House
- New Hire Paperwork Checklist
- Personnel Data Form
- Payroll Authorization Form
- W-4
- State of CA Tax Witholding Allowance Certificate
- Employment Eligibility Form I-9
- 2008 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: www.benesyst.net or (800) 670-7131- Benesyst Flexible Spending Account Booklet
- Benesyst Cَmo 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: 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: 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: www.concern-eap.com or please call (800) 344-4222 for counseling services. The 800 number is answered “live” 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: www.kaiserpermanente.org or (800) 464-4000- Kaiser Permanente Summary for Active Employees
- Kaiser Permanente Senior Advantage
- Kaiser Permanente Enrollment Form
- 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: www.cpg.org- Clergy STD Summary Highlights Sheet
- Clergy STD Frequently Asked Questions
- Clergy LTD Enhanced Disability Benefit Summary and Frequently Asked Questions