Enrollment Instructions for the UUA Retirement Plan
Please contact the Unitarian Universalist Association (UUA) Retirement Plan Director (ocsf @ uua.org) with any questions you may have about the Unitarian Universalist Association Retirement Plan or to request any of following forms.
I. Congregations Just Starting
For Congregations that have never participated in the Retirement Plan, please contact the UUA Retirement Plan Director (ocsf @ uua.org) for the following forms:
- Participation Agreement
The Director will contact TIAA-CREF and electronically enroll the congregation in the Plan. TIAA-CREF will contact the congregation to set up the contribution process.
- TIAA-CREF Enrollment Package
Each eligible employee will complete the enrollment form, the Treasurer will sign it, and return it to TIAA-CREF. This package includes information about the various funds available under the plan as well as the enrollment form.
II. Enrolled Congregations with New Participants
For Congregations already enrolled in TIAA-CREF, with new participants:
- Newly eligible employees
For those employees who have met the eligibility requirements for the first time, a TIAA-CREF enrollment package should be requested from the UUA Retirement Plan Director (ocsf @ uua.org), the enrollment form completed, signed by the Treasurer, and sent to TIAA-CREF.
- New Employees already enrolled in the Retirement Plan
The Treasurer should add the new employee's name and Social Security Number to the Contribution Remittance Form, and include a contribution along with any other contributions submitted.
For more information contact ocsf @ uua.org.
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Last updated on Thursday, August 18, 2011.
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