Ministers' Transition Fund (Mtf) Monthly Billing Enrollment Form
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1MINISTERS’ TRANSITION FUND
Monthly Billing Enrollment Form
Effective January 1, 2009, those clergypersons who are enrolled in the Ministers’ Transition Fund
(MTF) and are under active appointment to a local church or an extension ministry may choose to
have their annual contribution divided into equal monthly payments, withheld from their salary on an
after-tax basis, and included on their monthly pension bill from the North Carolina Conference.
Enrollees in this option will not receive the annual contribution letter which is mailed out in the fall
each year. The Conference Board of Pensions, which administers this fund, hopes this billing option
will ease the burden of making a lump sum annual payment.
I certify that I have submitted an application for enrollment and am currently a member of the MTF. I
wish to have my annual contribution withheld from my salary on an after-tax basis and remitted to the
North Carolina United Methodist Conference on a monthly basis along with my billing for the Clergy
Retirement Security Program (CRSP). This agreement will remain in effect until I submit written
authorization to discontinue this billing.
To calculate my contribution amount:
20__ Annual Cash Salary ........................................................................... $_________________(A)
20__ Utilities Allowance as per Church Budget ........................................... $_________________(B)
Sum of Lines A and B $_________________(C)
20__ Annual After-Tax Contribution = 0.01 x the amount on Line C ........ $_________________(D)
Line D ÷ # of full months remaining in 20__ = $_________. This amount should match to the MTF
line item on the monthly bill from the NC Conference Treasurer’s Office.
NOTE: For first-time
appointees enrolling on July 1, Line D must be divided by 6 months in order to make the full annual
payment between July and December of your first appointment.
Printed Name________________________ Signature__________________________
Appointment_________________________ District____________________________
Mailing Address_________________________________________________________
Date_______________________________
Give a copy of this completed form to your salary-paying unit and/or church treasurer as this is their
authorization to withhold these funds from your salary.
Return completed form to:
NCCUMC Treasurer’s Office
Attn: JoAnna C. Ezuka – MTF
700 Waterfield Ridge Place
Garner, NC 27529
Fax: (919) 773-2308
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