• Correction to Tax Insert Related to Disability Benefits
• Wespath Holiday Closing—Presidents’ Day

Correction to Tax Insert Related to Disability Benefits

Each tax season, Wespath sends the Pension and Disability Benefits as a Housing Allowance insert to participants who received Comprehensive Protection Plan (CPP) disability benefits in the prior year along with IRS Form W-2s. Due to changes the IRS made to Form 1040 for 2018 tax reporting, this insert required updates. Specifically, in the insert we refer to boxes 16a and 16b, which have been renumbered to 4a and 4b on the 1040.

The Pension and Disability Benefits as a Housing Allowance insert was mailed to some participants before the changes to the insert were made. Next week, a corrected insert will be sent to participants who received CPP disability in 2018 along with a letter explaining the change.

If you have questions, please contact Carrie Persivale at cpersivale@wespath.org or 1-847-866-4050.

Wespath Holiday Closing—Presidents’ Day

Wespath will be closed on Monday, February 18, in observance of Presidents’ Day. Customer service assistance will be unavailable that day.

Benefits Access for participants can be used to access account information and complete transactions 24 hours a day, seven days a week. The automated phone system, accessible by calling 1-800-851-2201, will also be available for participants.

The Wespath Institutional Investor Portal and Benefit Access Portal for Plan Sponsors will be available to plan sponsors, conferences and institutions.

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a general agency of The United Methodist Church
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