Retirement Plan: Rollovers from Your Previous Employer's Plan
Vanderbilt's Retirement Plan accepts rollovers of taxable distributions from other pre-tax, qualified retirement plans [including 401(a), 401(k) and 403(b) accounts].
Only active participants in the Vanderbilt Retirement Plan may roll over money into the Plan.
To process a rollover, you will need to:
- complete the Vanderbilt Retirement Plan Rollover Application Form (see Forms and Documents page). A representative from your previous employer must complete and sign Section 2 of this form.
- contact your previous employer or originating investment company for rollover instructions
- complete the rollover form for the company to which you want to roll the funds (TIAA-CREF, Vanguard, VALIC or Fidelity)
- if you are not already contributing to the Vanderbilt Retirement Plan, you will also need to complete a Vanderbilt Retirement Plan Election Form (see Forms and Documents page) and an application to the company of your choice (TIAA-CREF, Vanguard, VALIC or Fidelity), which are available at HR Express or from the company's Web site.
- submit all completed forms to the Vanderbilt Office of Benefits Administration for approval
Once the Vanderbilt Retirement Plan Administrator approves the rollover, your application will be forwarded to the investment company of your choice for processing.
The Vanderbilt Retirement Plan does not accept rollovers from any Individual Retirement Accounts (IRAs).
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.
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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: October 19, 2009 |
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