Yes, all participants in the UUORP can transfer funds from another retirement plan account into their UU retirement account.
(This includes active employees at participating employers who have a $0 balance.)
Our recordkeeper, Empower, has a dedicated group of specialists to assist with incoming rollover requests. You can reach their Incoming Rollover team directly at (888) 737-4480. They are available Monday – Friday from 7 AM - 8 PM CST.
When calling, please have the most recent statement from the prior plan available. They will assist you through the process.
When calling, please have the most recent statement from the prior plan available. They will assist you through the process.
You may also be able to initiate the transfer from the other account by requesting a withdrawal and providing your new UU account as the destination of the withdrawal/rollover.