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Enrollment Instructions for Retirement Plan

Employees of Participating Employers May Enroll in the Plan Upon Hire

Those who already have a account with our Plan need not re-enroll.

Employer Participation Agreement

  • Contact the Unitarian Universalist Association (UUA) Retirement Plan Director (retirementplan @ uua.org) for the form.
  • Include the following in your request: the name, email and mailing address, phone number, and UUA identifier of the congregation or related organization that wishes to become a Participating Employer.

Employee Enrollment Package

  • Contact the UUA Retirement Plan Director (retirementplan @ uua.org) for the employee enrollment package. 
  • It will be emailed. 
  • It includes several mandatory disclosures and information about the various funds available under the plan as well as the enrollment form.
  • Each newly eligible employee is to complete the enrollment form, note the member congregation/entity I.D., keep a copy for their own files, and return it to the TIAA-CREF address found on the form and in the instructions which accompany the enrollment materials.
  • Do not send the enrollment form to the UUA Office of Church Staff Finances.

For more information contact retirementplan @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Thursday, September 4, 2014.

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