New address: 24 Farnsworth Street, Boston, MA 02210-1409.
Participants may withdraw funds upon attainment of:
In order to initiate a withdrawal or minimum required distribution, the Plan Participant calls the TIAA-CREF dedicated phone line for Unitarian Universalist (UU) Organizations Retirement Plan participants: (800) 842-2829. TIAA-CREF will help the participant to initiate the proper paperwork, and will respond to the participant's key questions about making the withdrawal.
Once a participant has completed their portion of the paperwork, they are to keep a copy and send the completed paperwork to the UU Organizations Retirement Plan Director to review and apply the Plan Representative Signature.
Send the paperwork to the Director by fax: (617) 742-2875 or mail to Unitarian Universalist Association (UUA), Attn: Retirement Plan Director.
Employees who are paid by the UUA send their withdrawal paperwork through UUA Human Resources.
Federal law mandates that participants must begin to receive a Minimum Required Distribution (MRD) no later than the April 1 following the calendar year after becoming 70 ½ or retiring, whichever is later. The distribution paperwork and the amount of a participant’s MRD is available from TIAA-CREF: (800) 842-2829.
Read Upon Retirement.
For more information contact ocsf @ uua.org.
This work is made possible by the generosity of individual donors and congregations.
Please consider making a donation today.
Last updated on Monday, February 10, 2014.
Sidebar Content, Page Navigation
More Ways to Search
Donate to Support This Program and the Ongoing Work of the UUA
Read or subscribe to UUA.org Updates for the latest additions to our site.
Learn more about the Beliefs & Principles of Unitarian Universalism, or read our online magazine, UU World, for features on today's Unitarian Universalists. Visit an online UU church, or find a congregation near you.