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Deadline to Request Return of Excess Contributions - 2014

April 2, 2015 - 12:00am

The deadline to process and refund any 2014 excess contributions to a participant from their UC Tax-Deferred 403b and/or 457(b) Deferred Compensation Plan is April 15, 2015.

Any participant who may have over-contributed (exceeded the IRS limits) to either Plan must contact Fidelity Retirement Services (1-866-682-7787) and request a 2014 Return of Excess Contribution form for that specific Plan.  The form must be completed, signed, enclosed with explanation and any supporting documentation, and then submitted to UC Vendor Relations Management for approval.  The form, along with any attachments, can be mailed or faxed to:

UC Vendor Relations Management
Retirement Savings Program
P.O. Box 24570
Oakland, CA 94623-1570
FAX:  510-291-9945

The properly submitted request MUST be received in Vendor Relations Management by April 1, 2015 in order for Fidelity to meet the distribution deadline of April 15, 2015.

If you have any questions, please contact UC Merced Human Resources at: (209) 228-2363 or email us at benefits@ucmerced.edu.