Minister’s Exemption Resource Pack – Pastoral Opt Out – Helping Pastors Opt out of Social Security

This downloadable resource is designed to help ministers navigate the Social Security exemption process with clarity and confidence. It includes:

Step-by-Step Checklist – A simple guide to help ensure all necessary steps and documents are in place before you file.
Document Checklist – A simple guide to help ensure all necessary steps and documents are in place before you file.
Example Letter to the IRS from Your Church – A sample letter you can customize to fulfill the church endorsement requirement.
IRS Form 4361 – The official form required to request exemption from Social Security as a minister.

This pack provides the tools and structure you need to move forward, while keeping the process organized and accessible. Note: This resource is for informational purposes only and does not provide legal or tax advice.