Tax Resources for UCC Employees and Employers

Resources for Employees

NOTE: IRS regulations require that all tax forms be mailed to recipients postmarked no later than January 31. All 1099-R forms for Pension Boards' members who received annuity income in 2018 will be mailed by our bank, The Northern Trust Company. If you do not receive your 1099-R in the mail, or if you need a duplicate copy, please call our toll-free number, 1.800.642.6543 and a Member Services representative will be glad to assist you.

Clergy Tax Preparation

Tax Guide for Ministers for Filing Year 2018

Clergy Who Received Distributions in 2018

Reporting Payments on Your Tax Return
Taxpayer-Prepared Supplementary Sheet (for pension income)
Housing Allowance Resolution (for tax year 2018)

Housing Allowance Resolution (for tax year 2019)


Click here for instructions on how to obtain a duplicate Form 1099-R

Beneficiaries of Deceased Clergy Who Received Payments from the Pension Boards in 2018

Reporting Payments on Your Tax Return
(NOTE: Under IRS rules, the clergy housing allowance ends at the member's death. IRS rules do not allow beneficiaries to claim a housing allowance for the period of the year following the clergy member's death.)

Clergy Who Received Short- or Long-Term Disability Benefits in 2018

Reporting Disability Payments on Your Tax Return
Taxpayer-Prepared Supplementary Sheet (for disability income) 
Housing Allowance Resolution

Lay Employees Who Received Short- or Long-Term Disability Benefits in 2018

Reporting Disability Payments on Your Tax Return

Resources for Employers

Federal Reporting Requirements for Churches 2019