Retirement Savings Checklist
If you are preparing to retire, consider these steps related to your retirement savings.
Review your retirement savings
Review your retirement savings
Log in to enroll, make changes or review your retirement savings.
Review the retirement summary plan
Review the retirement summary plan
Review the Stanford Contributory Retirement Plan (SCRP) or Staff Retirement Annuity Plan (SRAP) summary plan.
Determine which type of distribution option is right for you
Determine which type of distribution option is right for you
SCRP
Option 1: Withdraw funds *
Option 2: Rollover funds* (to an IRA or another employer-sponsored plan)
Option 3: Leave funds in Stanford plan (must maintain a minimum account balance of $1,000)**
SRAP
Option 1: Request a distribution calculation/withdraw funds*
Option 2: Rollover funds* (to an IRA or another employer-sponsored plan)
Option 3: Leave funds in Stanford plan**
*In order to process distribution request, you are required to be separated from the university a minimum of 30 days.
**You are not required to begin receiving payment of benefits until April 1 of the year following the end of the year in which you reach age 70 ½, or the year you retire, if later.
Contact your plan retirement savings administrator to process a distribution request or ask general questions
Contact your plan retirement savings administrator to process a distribution request or ask general questions
SCRP
Fidelity: (888) 793-8733
TIAA: (800) 842-2776
SRAP
877-249-6648
For additional help
- Consult with your accountant or tax advisor
- Schedule an individual financial counseling appointment
- Call the University HR Service Team at (877) 905-2985 or (650) 736-2985
