Enrollment Timeline

Step 1:   secure
Organization Verification  

Step 2:   secure
Organization Enrollment  

Step 3:   secure
Employee/Contractor Enrollment

Step 4:    secure
Employee/Contractor’s Direct Deposit Enrollment 

Step 5:
Upload year-to-date payroll history

Step 6:
Payroll compliance review (at least 7 days before 1st payday)

Step 7:
Payroll training (at least 3 days before 1st payday)

For more information or if you additional assistance, please use the contact information below.

Tel: (763) 425-8778
Fax: 1 (888) 876-5101
Email: payroll@clergyfinancial.com

Step 1 - Organization Verification

Payroll Enrollment Instructions

Organization Verification

The online enrollment system contains information specific to your organization. Please complete all required fields and submit the form as soon as possible. Clergy Financial Resources will begin the payroll setup and electronic enrollment process once the organization form has been submitted.

When completing the forms, provide the most accurate information available. You will have an opportunity to review and make corrections during the Compliance Review.

To meet compliance requirements, we must verify key details of your church’s operations, including the authorized representative, Federal Employer Identification Number (FEIN), and bank account information.

Please use the link provided to upload the following documents:

  • Authorized individual’s driver’s license
  • Church bank account statement
  • Proof of Federal EIN (acceptable documents include: IRS Form SS-4, signed corporate tax return, signed payroll tax return, 501(c)(3) determination letter, or any state or federal document displaying your FEIN, business name, and business address)

Timely submission of the form and documents will help ensure a smooth and prompt enrollment process.

Once this step is completed and documents are uploaded, you may proceed to Step 2.

Step 2 - Organization Enrollment

Payroll and Electronic Enrollment

Organization Enrollment Form

Electronic services enrollment and direct deposit payroll setup typically begin within 14 days after submission. This step must be completed by the payroll administrator—either the primary contact at your organization or another authorized individual responsible for providing employee compensation details.

Information Required to Complete This Step:

Please be prepared to provide the following:

Authorized Enrollment Contact Information
(Name, phone number, and email address)

Church Bank Account Information

Tax Identification Details
IRS, state, and local tax ID numbers
Applicable deposit schedule

Payroll Schedule Information
Pay frequency
First projected payday

Employee Compensation Details
Names of deductions and contributions
Types of deductions and contributions (e.g., benefits, retirement, etc.)

Timely submission of the form and documents will help ensure a smooth and prompt enrollment process.

Once this step is completed and documents are uploaded, you may proceed to Step 3.

Step 3 - Employee / Contractor

This online system is used for payroll enrollment for clergy, non-clergy, and contractors.  This information needs to be submitted by the church payroll administrator.  Please contact us if you are unsure of the employment status.

Information Needed To Complete This Form:

  • Worker Name, Address, SSN, Hire Date, Birth Date
  • Compensation line items
  • W-4/Clergy Optional Withholding Amounts
  • Deduction/Contribution amounts

Clergy Enrollment Form

A clergy employee must be ordained, licensed or commissioned by a religious body constituting a church or church denomination. This individual would have the authority to conduct religious worship, perform sacerdotal functions, if applicable, and administer ordinances or sacraments according to the prescribed tenets and practices of the church or denomination.  

If you are unsure if the employee qualifies for clergy status, please use the link below or contact our office for more information.

To verify clergy status, click here.

Non-Clergy Enrollment Form

A non-clergy employee is defined as having an ongoing relationship with the organization which includes a job description and compensation paid by the hour or salary.

  Contractor Enrollment Form

A contractor would have an irregular or intermittent relationship with the organization, would not receive an hourly wage or salary, does not have a written or implied job description, and paid by contract only.

Continue to Step 4 below

Step 4: Direct Deposit

Add Employee / Contractor Direct Deposit Information

Information Needed To Complete This Form:

  • Worker Routing/Account Numbers

Direct Deposit Enrollment

 

Continue to Step 5 >

Step 5: Historical Compensation

If you have not paid wages so far this year or you’re starting your new payroll, skip to Step 6. If you have already paid employees this year, click the link below to submit your payroll history.

Payroll History

Due Date – The following information is due prior to Step 6 and scheduling your compliance review.

*If you have an online account with your previous provider, you could grant us access to that account and we may be able to obtain the necessary YTD payroll information, tax payments, and tax forms.

Continue to Step 6 below

Step 6: Schedule Payroll Review

You are now ready to schedule your Payroll Compliance Review. Please select an appointment category below based on the number of employees. The date of this appointment must be outside the two business days to allow time to complete the enrollment.

During this compliance review, we’ll review all the information submitted, including the compensation structure for each employee to ensure payroll compliance.

Schedule your Compliance Review > 
(1-15 employees)

Schedule your Compliance Review > 
(16+ employees)

Step 7: Payroll Training

After your Payroll Compliance Review, we will also schedule payroll training. This training will provide a full tutorial of our online system and processing of the first payroll together to ensure accuracy. (minimum of 3 business days before 1st payday).