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    The Upper New York Conference of The United Methodist Church


    about / Benefits and Administrative Services

    Retiree 2020 Tax, Benefit and Grant Information

    The following information is for retirees, their spouses, surviving spouses, and clergy on medical leave of the Upper New York Conference. The documents in the packet are as follows and may be needed for tax, benefit, or grant purposes.

    Click here for this important packet of information. It includes:

    • Letter from Susan Latessa, Director of HR/Benefits
    • Retiree Housing/Rental Exclusion Resolution for 2020 tax purposes (only applicable for clergy)
    • Supplemental Benefits (only for those enrolled in Via Benefits)
    • Upper New York Conference Staff Directory
    • W-9 (if applying for an emergency grant)
    • Request for Emergency Grant application

    With more than 134,000 members, the Upper New York Annual (Regional) Conference of The United Methodist Church comprises 865 local churches and 85 new faith communities in 12 districts, covering 48,000 square miles in 49 of the 62 counties in New York state. Our mission is to “live the Gospel of Jesus Christ and to be God’s love with our neighbors in all places."