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Enrollment Instructions for Retirement Plan

Congregations/Employers Just Starting

For Congregations and Related Organizations that have not been Participating Employers in the Retirement Plan, please contact the Unitarian Universalist Association (UUA) Retirement Plan Director (retirementplan @ uua.org) for the following forms.

  • Employer Participation Agreement
    Provide the name, mailing address and UUA identifier of the congregation or related organization. Once the completed Participation Agreement is returned to the UUA Retirement Plan Committee c/o the Office of Church Staff Finances, then TIAA-CREF will contact the congregation to answer questions and provide required forms for the contribution process.
  • Employee Enrollment Package
    The enrollment package includes information about the various funds available under the plan as well as the enrollment form. Each newly eligible employee will complete the enrollment form, note the member congregation/entity I.D., the Employer's Treasurer will sign it, and then return it to TIAA-CREF's address on the form. Do not send the enrollment form to the UUA Office of Church Staff Finances.

Participating Congregations/Employers with New Participants

For Congregations already participating with the Plan:

  • 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 (retirementplan @ uua.org), the enrollment form must be completed, the member congregation I.D. noted, signed by the Treasurer, and sent to TIAA-CREF's address on the form. Do not send the enrollment form to the UUA Office of Church Staff Finances.
  • 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.
  • Auto-Enrollment
    Employers must ensure timely on-boarding and manage related responsibilities.

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 Wednesday, April 16, 2014.

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