Forms and Legal Documents
Below is a list of the Benefits forms for the retirement plans, along with TIAA and Vanguard’s Beneficiary Designation forms. For any other forms specific to TIAA and Vanguard, please contact them directly.
|Designate or update your beneficiaries on retirement plan accounts at TIAA.|
Designate or update your beneficiaries on retirement plan accounts at Vanguard.
|Apply for Prior Service Credit, which waives the one-year waiting period for employer contributions to the Basic and Matching Plans.|
Have service at UPHS and other Penn institutions credited toward your vesting in the Basic and Matching Plans.
Below is a list of legal documents for the Basic, Matching, and SRA Plans.
Summary Plan Description
|A point-by-point description of the plan rules.|
|A breakdown of the fees associated with the retirement plans.|
Summary Annual Report
|Annual report summarizing a retirement plan's financial activities.|
Retirement Call Center