
Get the free Active Plan for Clergy and Seminarians
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UnitedHealthcare Choice Plus
Archdiocese of New York
Active Plan for Clergy and Seminarians
Effective January 1, 2017, if you have any questions please call UnitedHealthcare Member
Services
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How to fill out active plan for clergy

How to fill out active plan for clergy
01
Obtain the active plan for clergy application form from your religious organization or insurance provider.
02
Fill out the personal information section accurately, including your full name, address, contact details, and social security number.
03
Provide details about your religious affiliation and position as a clergy member.
04
Indicate whether you want to enroll in a retirement, disability, or health plan, or a combination of these.
05
Specify the coverage options you prefer, such as the level of benefits and any additional riders or provisions.
06
Include any supporting documents required, such as proof of ordination or religious credentials.
07
Review the completed form to ensure all information is accurate and complete.
08
Sign and date the form, indicating your agreement to the terms and conditions of the active plan for clergy.
09
Submit the filled-out application form to your religious organization or insurance provider as instructed.
10
Await confirmation and follow any further instructions provided by the organization or provider regarding your active plan for clergy.
Who needs active plan for clergy?
01
Clergy members who want to secure retirement benefits, disability coverage, and health insurance typically need an active plan for clergy. This plan is designed specifically for religious leaders and ensures they have financial security and access to necessary healthcare services. Both ordained clergy and clergy in training may need an active plan to support their life and work in service of their religious community.
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What is active plan for clergy?
Active Plan for Clergy is a retirement plan for ordained ministers that allows them to save for retirement and receive benefits during their retirement years.
Who is required to file active plan for clergy?
Ordained ministers and clergy members are required to file Active Plan for Clergy.
How to fill out active plan for clergy?
Active Plan for Clergy can be filled out by contacting the appropriate retirement plan provider or financial institution that offers this plan.
What is the purpose of active plan for clergy?
The purpose of Active Plan for Clergy is to provide ordained ministers and clergy members with a retirement savings and benefits plan.
What information must be reported on active plan for clergy?
Information such as contributions made, investment choices, beneficiary designations, and other personal and financial details may need to be reported on Active Plan for Clergy.
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