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.
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Last updated on Monday, February 10, 2014.
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