Emory University no longer employs me. How do I request a distribution from the 403(b) Plan?
A.If you were participating in the 403(b) plan and were hired before January 1, 2003, you are fully vested and, at separation, your account can remain in the Emory Plan, be rolled over into an IRA, or you can receive a cash distribution (subject to tax and penalties). Those hired after December 31, 2002, are fully vested in employee contributions to the plan, but must meet a vesting schedule for Emory’s contributions. If you have questions regarding your retirement account, please contact your retirement vendor(s) at: Vanguard (800) 523-1188 Fidelity (800) 343-0860 TIAA-CREF (800) 842-2776 Please note: If you request a direct rollover, you should coordinate with the organization you will be working for or the mutual fund company you want to roll your funds into and contact their plan administrator to find out what documentation they require for accepting rollovers. Having all paperwork together expedites the process of the rollover.
A.If you were participating in the 403(b) plan and were hired before January 1, 2003, you are fully vested and, at separation, your account can remain in the Emory Plan, be rolled over into an IRA, or you can receive a cash distribution (subject to tax and penalties). Those hired after December 31, 2002, are fully vested in employee contributions to the plan, but must meet a vesting schedule for Emory’s contributions. If you have questions regarding your retirement account, please contact your retirement vendor(s) at: Vanguard (800) 523-1188 Fidelity (800) 343-0860 TIAA-CREF (800) 842-2252 Please note: If you request a direct rollover, you should coordinate with the organization you will be working for or the mutual fund company you want to roll your funds into and contact their plan administrator to find out what documentation they require for accepting rollovers. Having all paperwork together expedites the process of the rollover.
