UU Employers Compensation and Benefits Knowledge Base  Unitarian Universalist Organizations Retirement Plan (UUORP)  Plan Participants (Current, Former, & Retired Employees)  Distributions/Withdrawals, Rollovers and RMD

    Distributions/Withdrawals, Rollovers and RMD

    • When can I take a withdrawal or distribution?
    • How do I request a withdrawal or distribution from my retirement account?
    • How do I change or cancel recurring distributions?
    • Where can I find the Housing Allowance Distribution Form?
    • Completing the Empower Housing Allowance Distribution Form
    • Completing the RMD Form for Housing Allowance
    • Can I transfer funds from another retirement plan into my UU retirement account?
    • Can I roll my funds out of Empower and into another account?
    • Are there fees to have distributions deposited in my bank account (ACH)?
    • Why did a receive my withdrawal as a check, when I requested ACH?
    • Do I have to take a Required Minimum Distribution (RMD)?
    • How does Empower handle RMDs?
    • Where can I see my withdrawals in my Empower account?
    • Can I make a QCD (qualified charitable distribution) to satisfy all or part of my RMD?
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