Administration & Financial Services

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About Administration, Financial, and Support Services

It’s a team effort to ensure that we are exercising proper stewardship and that each of our Core Ministries is fully aligned with our mission, vision, and values. Caring and planning are essential components of this process. Our team oversees finances, supports pastors, handles retirement/benefits, organizes clergy moves, organizes Annual Conference, and provides the necessary infrastructure to help keep the Conference functioning.

Areas of Focus

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Protecting Our Children

Our calling is to provide safe sanctuary for all of God’s people, especially our children, youth, and vulnerable adults. We offer resources for creating child protection policies so that everyone within our Conference has the right to safe sanctuary.

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Retirement & Pension

We value the future security and well-being of our members. That’s why we partner with Wespath to make saving for retirement easier. By providing resources and education, we help our clergy make confident decisions about their financial futures.

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Property & Legal Resources

We know it can be difficult for our churches to navigate legal language. So we guide our congregations on property sales, property assessments, and bylaws.

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Moving Clergy

Changing churches can be stressful. We offer suggested movers, give moving policies and procedures, and help arrange clergy’s moves from here to there.

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Health Benefits

The health and wellness of our clergy and retirees are of utmost importance. That’s why we offer multiple plans and help you make decisions that are best for your family. We educate the Conference about HSAs, insurance rates, and retiree benefits.

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Church Admin Support

There is a lot of work that goes on behind the scenes at a church. We offer governance training, bookkeeping setup, and church audits that can help make your job easier.

Resources

TitleMinistry CategoryResource Typehf:tax:resource_types
2024 Comparison GuideAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
2024 Healthflex UpdatesAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
2024 Move MemoAdmin & Financial ServicesSystems & Structuressystems-structures
2024 Rates PageAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
2024 Recommended Movers ListAdmin & Financial Services, Clergy ResourcesSystems & Structuressystems-structures
2024 Retiree Move InfoAdmin & Financial Services, Clergy ResourcesSystems & Structuressystems-structures
24/7 Toll Free Claim Reporting Workers CompAdmin & Financial Services
Abuse Awareness GlossaryAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Benefits GuideAdmin & Financial Services
Benefits SummaryAdmin & Financial Services
Cell Phone Towers in Church SteeplesAdmin & Financial ServicesTools & Assessmentstools-assessments
Charge ConferenceAdmin & Financial ServicesSystems & Structuressystems-structures
Charge Conference AppendixAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Clergy AdministrationAdmin & Financial ServicesSystems & Structuressystems-structures
Clergy Relocation FAQsAdmin & Financial ServicesSystems & Structuressystems-structures
Clergy Retirement Security Program (CRSP) at a GlanceAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Contribution Election FormAdmin & Financial ServicesTools and Formstools-and-forms
CPP GuideAdmin & Financial ServicesTools and Formstools-and-forms
Discontinuation or Abandonment of Local Church Property ChecklistAdmin & Financial ServicesSystems & Structuressystems-structures
Enrolling into Virgin PulseAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Equitable CompensationAdmin & Financial Services, Clergy Resources, Clergy Support
Flexible Spending Accounts- Health Care and Dependent CareAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Form 941 Filing RequirementsAdmin & Financial Services
GCFA Accessibility Audit FormAdmin & Financial ServicesTools and Formstools-and-forms
GCFA Insurance WorksheetAdmin & Financial ServicesTools and Formstools-and-forms
Give OnlineAdmin & Financial ServicesSystems & Structuressystems-structures
Guide to Accessing your HealthFlex through Benefits AccessAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
HealthFlex Mandatory Premium and Coverage Waiver FormAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
HealthFlex Webinar 2024Admin & Financial ServicesTools and Formstools-and-forms
HRA FAQ SheetAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Incorporation ChecklistAdmin & Financial ServicesTools & Assessmentstools-assessments
Incorporation of a Local ChurchAdmin & Financial ServicesTools & Assessmentstools-assessments
Indiana Conference Moving Procedures SummaryAdmin & Financial ServicesSystems & Structuressystems-structures
Indiana Conference of the United Methodist Church Minister’s Moving Report FormAdmin & Financial Services, Clergy ResourcesSystems & Structuressystems-structures
Indiana Worker’s Compensation Form InstructionsAdmin & Financial Services
IU Health Letter to Clergy and EmployeesAdmin & Financial Services
Lincoln Life and AD&DAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Lincoln Life Enrollment FormAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Loan Forgiveness for Ministry EmployeesAdmin & Financial Services, Clergy Support
Local ChurchAdmin & Financial Services, Clergy Support
Local Church Property Sale, Transfer, Lease, and Mortgage ChecklistAdmin & Financial ServicesTools & Assessmentstools-assessments
Local Church Purchase of Real Property ChecklistAdmin & Financial ServicesTools & Assessmentstools-assessments
Minimum Insurance RequirementsAdmin & Financial ServicesTools & Assessmentstools-assessments
Minister Staff Person Church Expense ReportAdmin & Financial Services
MinistrySafeAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Moving Policies 2024Admin & Financial Services, Clergy ResourcesSystems & Structuressystems-structures
Moving Policy/PracticesAdmin & Financial Services, Clergy ResourcesSystems & Structuressystems-structures
Moving Report Form 2024Admin & Financial Services, Clergy Resources
National Child Abuse Prevention MonthAdmin & Financial ServicesTools & Assessmentstools-assessments
Non-Coersion Medicare LetterAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
NP-20AAdmin & Financial Services
Participants Nearing Medicare Eligibility- Age 65 or Medicare Disabled Considerations for HSA PlansAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Pension Contribution and Election FormAdmin & Financial ServicesTools and Formstools-and-forms
Pension Worksheet 2024Admin & Financial Services
Publication 517: Social Security and Other Information for Members of the Clergy and Religious WorkersAdmin & Financial Services
Quantum Health & Care CoordinationAdmin & Financial Services
Quick Facility AssessmentAdmin & Financial ServicesTools & Assessmentstools-assessments
Quick Financial Estimate WorksheetAdmin & Financial ServicesTools & Assessmentstools-assessments
Retired Clergy Annual ReportAdmin & Financial Services, Clergy Resources, Clergy SupportClergy Reporting & Assessments, Tools and Formsclergy-reporting-assessments tools-and-forms
Sample Charge Conference ResolutionAdmin & Financial ServicesTools & Assessmentstools-assessments
Single Board WorkshopAdmin & Financial ServicesOnline Training / Coursesonline-training-courses
Space-Sharing ChecklistAdmin & Financial ServicesTools & Assessmentstools-assessments
Steps to Retire ChecklistAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Tax InformationAdmin & Financial ServicesResources for Clergy, Tools and Formsresources-for-clergy tools-and-forms
Tithe Form 2024Admin & Financial Services
UBITAdmin & Financial Services
UMPIP at a GlanceAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
UMPIP Educational SlidesAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
UMPIP formAdmin & Financial ServicesTools and Formstools-and-forms
UMPIP Waiver FormAdmin & Financial ServicesTools and Formstools-and-forms
Via Benefits BrochureAdmin & Financial ServicesTools and Formstools-and-forms
VIA Benefits Open Enrollment Information & Medicare UpdatesAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Via Benefits WebsiteAdmin & Financial ServicesTools and Formstools-and-forms
Voluntary Life and AD&DAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Wespath: HealthFlex – Plan Comparisons 2023Admin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Wespath: HealthFlex Health Savings Account (HSA) PlansAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Wespath: HealthFlex New Enrollment or Change FormAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Wespath: HealthFlex Well-Being Programs FAQ’sAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Wespath: Virgin Pulse – Physical Activity ProgramAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Wespath: Virgin Pulse Wellness CreditsAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
What Are Defined Contribution and Defined Benefit Pension Plans?Admin & Financial Services, Clergy SupportWebinars & Educational Videoswebinars-educational-videos
Workers Comp First Fill Pharmacy CardAdmin & Financial Services
Workers Comp Rates 2024Admin & Financial Services
Workers’ Comp Claims Reporting TipsAdmin & Financial Services

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