Retirement Plan: Withdrawals and Distributions
Each Participant is entitled to receive Retirement Benefits under the options and subject to the conditions set forth in their respective contracts and applicable Laws and Regulations.
The following is a list of eligible withdrawals and distributions:
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Faculty and staff who have separated from Vanderbilt can process withdrawals and distributions against their Retirement Account.
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Faculty and staff who have reached the age of 59½ can process withdrawals against their Retirement Account.
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Faculty and staff working at Vanderbilt and under the age of 59½ are not permitted to take withdrawals from the Retirement Plan except in the case of a financial hardship*. There are special rules and documentation requirements to process a Financial Hardship Withdrawal.
To Process a Withdrawal or Distribution:
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Contact the investment company (AIG Retirement, Fidelity, TIAA-CREF, and/or Vanguard) that holds your account and request a Withdrawal/Distribution Form.
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Be sure to fill out the form completely.
- You can mail the form to:
Vanderbilt HR Benefits
VU Station B #357700
2301 Vanderbilt Place
Nashville, TN 37235-7700
or deliver to: HR Express, 2525 West End Avenue, second floor, Nashville, TN 37203
*Financial hardship withdrawals require our Retirement Plan Hardship Withdrawal Form and supporting documentation (see our form for required documentation) to be sent to the HR Benefits office, with your investment company’s Withdrawal/Distribution Form. Hardship withdrawals can only be made from elective contributions (Basic and Supplemental) and may not include investment earnings or matched contributions.
Note: The Office of Benefits Administration does not accept faxed forms. The best way to submit your completed forms is to deliver them in person to HR Express, 2525 West End Avenue on the second floor. You may also mail forms to the address at the bottom of the form.
Vanderbilt University is committed
to principles of equal opportunity and affirmative action.
HR Express
2525 West End Ave Suite 218
Nashville TN 37203
Hours M-F 7:30 - 5:30
Last Updated:
May 8, 2008