Members Statements of Account

Members receive quarterly account statements. The statements will reflect the payments that are received and applied during the quarter.

Additional details are coming soon. Please check back!

NOTE: The Pension Boards asks each member to review their quarterly statement of account and inform us of any discrepancies within 90 days, at which time the statement amounts will be considered correct.


Member Records

There are no federal regulations specifying or governing recordkeeping requirements for church pension plans, such as the Annuity Plan for the United Church of Christ, administered by the Pension Boards. However, the Pension Boards does follow best practices among denominational retirement. The federal regulations that govern private sector, non-church retirement plans impose recordkeeping regulations on the employer, not on the plan recordkeeper, in recognition of the fact that it is the employer that has detailed payroll records supporting retirement plan contributions.

Website Accessible Member Accounts

The Pension Boards mails quarterly Statements of Accounts to all members with accumulation accounts. However, balances are updated monthly and may be viewed by the member by logging into their account on the Pension Boards' website. Balances are updated by the seventh business day of the month following the previous month's closing. Contributions received during the prior month may be viewed on the website at that time.


Pension Boards Contact Information

Contact Member Services for the following:
  • New enrollment applications
  • Address change
  • Salary changes
  • Employee terminations
  • Call a minister/hire new employee
  • Forms/Publications
  • Enrollment inquiries
  • Eligibility questions
  • Plan coverage/benefit questions
  • Beneficiary information update/change
  • Retirement information
  • Duplicate bill/missing billing statement
  • Report a death

Member Services
Call toll-free 1.800.642.6543
or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact the Accounting Department for the following:
  • Receipt of payments
  • Application of payments
  • Follow up a refund request
  • Account Reconciliations
  • Contributions on the Quarterly Statement of Account

Accounting & Finance
Call toll-free 1.800.642.6543
or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Most forms and publications are available on this website. Frequently Asked Questions of interest to employers are updated regularly.
Copyright© 2018   The Pension Boards-United Church of Christ, Inc.
475 Riverside Drive, Room 1020, New York, NY 10115  •  Phone: 800.642.6543  •  Fax: 212.729.2701 •  E-mail: info@pbucc.org