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Withdrawals and Distributions from the Unitarian Universalist Organizations Retirement Plan

Participants may withdraw funds upon attainment of:

  • age 59½
  • termination of employment
  • permanent disability
  • retirement

Paperwork Required

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.

Plan Signature Required

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.

Required Minimum Distribution

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.

Retirement Distributions

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.

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