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. The National Call Center person will assist the participant to initiate the proper paperwork, and will respond to the participant's key questions.
Once a participant has completed their distribution paperwork, they are to keep a copy and send the distribution form to the UU Organizations Retirement Plan Director. This may be done by fax: (617) 948-4265 or mail to Unitarian Universalist Association (UUA), Attn: Retirement Plan Director.
Direct employees of the UUA send their 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 Wednesday, November 27, 2013.
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