Retirement Plan: Rollovers from Your Previous Employer's Plan
Vanderbilt's Retirement Plan can receive rollover funds from qualified pre-tax plans, including 401(a), 401(k) and 403(b) accounts. To process a rollover, you will need to:
- complete the Vanderbilt Retirement Plan Rollover Application Form (see Forms and Documents page)
- contact your originating investment company for rollover instructions
- complete the rollover form for the company to which you want to roll the funds (AIG Retirement, Fidelity, TIAA-CREF or Vanguard)
- if you are not already contributing to the Vanderbilt Retirement Plan, you will also need to complete a Vanderbilt Retirement Contribution & Investment Allocation Form (see Forms and Documents page) and an application to the company of your choice (AIG Retirement, Fidelity, TIAA-CREF or Vanguard: 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.
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:
May 8, 2008