The deadline to process and refund any 2024 excess contributions to participants from their UC Tax-Deferred 403b and/or 457(b) Deferred Compensation Plan is Tuesday, April 15, 2025. The properly submitted request MUST be received by UC Retirement Savings Program by Tuesday, April 1, 2025 in order for Fidelity to meet the distribution deadline of Tuesday, April 15, 2025.
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 Return of Excess Contribution form noting the specific Plan (copy of form attached for your reference). This year we have also added a downloadable form to myUCretirement.com for easier access. The form must be completed, signed, enclosed with explanation and any supporting documentation, i.e., W2s, and then submitted to UC Retirement Savings Program (RSP) for review, approval, and submittal to Fidelity for processing. The form, along with any attachments, should be mailed or faxed (preferred) to:
UC Retirement Savings Program
P.O. Box 24570
Oakland, CA 94623-1570
SECURE FAX: 1-510-291-9945
More information:
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