Downloads

The following forms and information are available for download or for viewing online. Click on the name of the form or file to open. PDF files use the free Adobe Acrobat Reader.

Downloads Categories: (click to jump down)
Church Remittances
Tax Law
Pension
EFT Forms
Moving Expenses
Compensation
Statistical Tables
Travel Forms
Insurance Benefit Forms

Church Remittances

• Fill-in Remittance Form – **2023 fiscal year added** type information in form and then print. This can be downloaded and saved to your computer so that the information entered into first half of the form can be reused the next month.
• Remittance Form – print first and then write in information. This form is used to submit apportionment and other church remittances to the Conference Treasurer. Please use a separate form for each church. For the mailing address and other tips for mailing your church remittances, click here.
• Church EFT – for churches enrolling in automatic withdrawal or on-line initiation of Apportionment or Advance Special remittances to the Conference.

Tax Law Resources

• Refund of Sales Tax for Churches – a letter from the NC Department of Revenue which gives clarification on the issue of the church’s eligibility to claim a refund for sales tax paid by individuals who are later reimbursed for purchasing items for the church.
• Tax Laws Affecting Charitable Organizations – information regarding tax laws and charitable organizations and charitable donations.
• Records Retention – recommendations for how long different types of records (financial and other) should be kept.

Pension

• Wespath Investing Opportunities
• Contribution Election and Agreement for the UMPIP
• Transition Fund Enroll-Decline Form
• Clergy Pension Benefits Guide 2023
• Housing Exclusion Worksheet
• Housing Exclusion Resolution – excerpted from the Board of Pension annual report
• Current Pension Newsletter – included with the NC Conference pension billings each month to keep participants up-to-date regarding their pension benefits.

EFT Forms

The NC Conference Treasurer’s office can automatically handle an electronic transfer of funds, or EFT, in a variety of areas.

• Insurance EFT – Automates making payments for insurance premiums.
• Pension EFT – For making payments into the Pension plan.
• Church EFT – For churches enrolling in automatic withdrawal of Apportionment remittances or Advance Special payments to the Conference.
• Accounts Payable EFT – For businesses or individuals receiving payments from the NC Conference.

Moving Expenses

• The moving expense reimbursement and advance request forms may now be completed online and are available on the District website.

Compensation

• Statement on Local Church Worker’s Compensation Coverage
• Guidance on Local Church Parsonage Utility Payments (updated 05-2015)
• Application for Equitable Compensation Salary Support
• Instructions for Application for Equitable Compensation Salary Support 
• Application for Years of Service Compensation Grant
• Compensation and Personnel Policies for Pastors 2023

Statistical Tables I, II and III

• Instructions for Completing Statistical Tables I, II, and III
• Supplemental Table II Instructions – Allocating operating expenses as local benevolence

Travel Forms

• 2023 Travel Reimbursement Form (Microsoft Excel)
• Jan-Jun 2022 Travel Reimbursement Form (Microsoft Excel)
• Jul-Dec 2022 Travel Reimbursement Form (Microsoft Excel)
• NC Conference Travel Expense Policy

Insurance Benefits

• 2022 Retiree HRA Funding
• 2023 Retiree HRA Funding
• Health Insurance
  • 2022 Blue Options PPO Benefit Summary – Base Plan 
  • 2022 Blue Options PPO Benefit Summary – Buy-Up Plan 
  • 2022 Member Benefit Booklet – Base Plan 
  • 2022 Member Benefit Booklet – Buy-Up Plan 
  • HIPPA Privacy Notice
  • 2022 Insurance Benefits Guide
  • HealthFlex 2023 Plan Comparisons
  • HealthFlex 2023 Benefits Booklet
• Life Insurance
  • NC Conference Life Insurance Benefit Summary
  • NC Conference Life Insurance Beneficiary Designation form
• Dental Insurance
  • Dental Insurance Benefit Booklet
• Claims
  • Prescription Drug Claim Form
  • Prescription Fax Order Form for Doctor
  • New Prescription Order Form
  • Flex Spending Claim Form (Fill-in PDF Form)
  • Flex Spending Claim Form (PDF)
  • Dental Claim Form – NOTE: Dental claims should be submitted to BCBS of NC, PO Box 2100 Winston-Salem, NC 27102.
  • Medical and Diabetic Claim Form
• Wellness
  • 2022 NC Conference W.I.N. Rebate form -For active health plan participants and retired HRA participants through December 31, 2022.
    • NEW Health Assessment website for 2022!  See the instructions on the form.
    • Conference BCBS enrolled claimants and spouses may earn a maximum of $250 per year (each). Covered children may earn a maximum rebate of $150 per calendar year (each). HRA participants may earn a maximum rebate of $200 per year (each).
    • Filing deadline: March 31, 2023, for points earned from activities performed in 2022.
  • 2023 NC Conference W.I.N. Rebate form – For retired participants and their spouses with the Health Reimbursement Arrangement (HRA) from the NC Conference.
  • HealthFlex Well-being Pulse Cash – There’s something for everyone to earn rewards regardless of their personal wellness goals. Start earning rewards on January 1, 2023. Earn up to $600 per participant and per spouse per year ($410 standard reward + $190 additional reward from the NC Conference credited to your Pulse Cash account as $95 mid-year and $95 end-of-year).
• Current Insurance Newsletter – included with the NC Conference insurance billings each month to keep participants up-to-date regarding their insurance benefits