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  Forms & Documents (Pension)

The forms and documents on this page are Adobe® Acrobat® (.pdf) or Word files. To view or print these forms, you will need the Adobe® Acrobat® Reader installed on your computer. To submit a form, click on the link below and complete the form, then print, sign and date, and send the original version to the appropriate party as noted on the form.

Active Employees and Former Employees with Vested Benefits

Current Retirees and Beneficiaries
The Roman Catholic Archdiocese of Boston (RCAB) Pension Plan transferred to PenChecks Trust Company of America (PenChecks) the process of monthly Pension Plan payments, including both direct deposit and live checks. This change took effect August 1, 2019.  For assistance with monthly payments or 1099-R tax forms, contact PenChecks at (800) 541-3938 or recurringbenefits@penchecks.com.

Informational Materials

Plan Information

Plan Documents

Pension Plan Financial Information

For older documents, view the Pension Plan Financial Information Archive.


According to financial experts, retirement income should come from three sources — pension plans, Social Security, and personal savings. Understanding how these three sources work together in light of your retirement needs can help determine if they have properly planned for your retirement – and avoid a retirement gap.

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