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Total Rewards forms and guides

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Audience
Program
Topic
Document Type
 
Name/Description File type
Voluntary Retirement Plans (VRP) highlights

Provides a high-level overview of the Voluntary Retirement Plan options for both benefit-eligible and non-benefit eligible faculty and staff.

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ERIP: Getting Started in Your University of Missouri Core Retirement and Voluntary Retirement Plans

Guide to the university’s Employee Retirement Investment Plan (ERIP).

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Retirement, Disability, and Death Plan (RDD) getting started guide

Getting started guide for employees whose core retirement plan is the Retirement, Disability, and Death (RDD) plan.

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Summary of your core retirement plan: Employee Retirement Investment Plan (ERIP)

The ERIP has two components: (1) the defined benefit portion and (2) the defined contribution portion. This document summarizes both.

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Summary of your core retirement plan: Retirement, Disability, and Death Plan overview

This is a one-page overview of the core retirement plan, the Retirement, Disability, and Death Plan (RDD).

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Voluntary Retirement Plans (VRP) getting started guide

Guide to help individuals get started in the Voluntary Retirement Plans offered by the University of Missouri System.

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Beneficiary designation form for active employees

Active employee Beneficiary Designation Form to be used for beneficiary designations for Basic Life, Supplemental Life, Accidental Death and Dismemberment, and pre-retirement death.

PDF
403(b) Tax deferred annuity plan irrevocable one-time election agreement

Form to designate employee contributions to the university’s 403(b) supplemental retirement plan.

PDF
Employee Contribution Agreement (for 401(a))

Form to designate employee contributions to the university’s 401(a) Supplemental Retirement Plan.

PDF
Notice of Intent to Retire (NOI) form

Use this form to officially announce your plans to retire from the university. Submit this form to your department in time to allow the information to reach the University of Missouri System Retirement Program at least 90 days prior to your retirement date.

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Direct Deposit for Retirees—Form 32B: Authorization and Order for Payroll Check Direct Deposit

The direct deposit form is located on the HR Forms webpage. Locate it in the list by the name (Direct Deposit) or the form number (32B).

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Retiree Change of Address Form

Retirees may use this form to change their mailing address with the University of Missouri System retirement office.

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Proof of relationship requirement

Proof of relationship requirements to confirm the individual or individuals to be covered are eligible under the specific definitions of the plans.

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University of Missouri Deferred Vested Benefits - Designation of Beneficiary for Death Benefit

Designate beneficiaries for the Retirement, Disability and Death (RDD) Benefit Plan’s Deferred Vested Benefit.

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University of Missouri Deferred Vested Benefits - Designation of Beneficiary for Guaranteed Period

Designate beneficiaries for the Retirement, Disability and Death (RDD) Benefit Plan’s Guaranteed Period Option.

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University of Missouri Retirement Benefits - Designation of Beneficiary for Guaranteed Period

Designate beneficiaries for retirement benefits under the Retirement, Disability and Death (RDD) Benefit Plan’s Guaranteed Period Option.

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Employee’s Illinois Withholding Allowance Certificate and Instructions (IL W-4)

You must complete this form so your employer can withhold the correct amount of Illinois Income Tax from your pay.

NOTE: You will be redirected to the Illinois Revenue website to access this form.

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Faculty Performance Shares Plan Option Exercise Request Notice

Form used to exercise the option to sell shares of Fidelity Investments Asset Manager 50%, to which an individual may be entitled under the terms and conditions of the University of Missouri Faculty Performance Shares Plan.

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Missouri Department of Revenue Withholding Certificate for Pension or Annuity Statements (MO W-4P)

This certificate is for voluntary withholding of Missouri State Income Tax from pension or annuity income only.

NOTE: You will be redirected to the Missouri Department of Revenue website to access this form.

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Statement of Tax Responsibility form

Form for formally requesting the university to not withhold Missouri income taxes from pay due to an employee performing services for the university outside of Missouri, or an employe being a retiree residing outside of Missouri.

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Witholding Certificate for Pension or Annuity Payments (IRS Form W-4P)

Form W-4P is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities (including commercial annuities), and certain other deferred compensation. Use Form W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).

NOTE: You will be redirected to the IRS website to access this form.

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Request for Retirement or Vested Benefit Estimate

Use this form to request an estimate of your retirement or vested benefit estimate

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Request for Review of Prior Service

Complete and submit this form in order for the University of Missouri System Retirement Program to review your prior service with the university. To be eligible for any prior service, your previous employment must have been at least one year in length with an FTE of at least 75%.

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University of Missouri Retirement, Disability and Death Benefit Plan Division of Benefits Order

​Division of benefits order template to specify division of university pension benefits upon divorce.

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Retirement, Disability, and Death Benefit Plan (level two), ERIP, and VRP SPD for 2017

Summary plan description for the Retirement, Disability, and Death Benefit Plan (level two), Employee Retirement Investment Plan, and Voluntary Retirement Plans. For the 2017 calendar year.

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Retirement, Disability, and Death Benefit Plan (level one) and Voluntary Retirement Plans SPD, 2017

Summary plan description for the Retirement, Disability and Death Benefit Plan (level one), and Voluntary Retirement Plans (Tax Deferred Annuity Plan 403(b), Deferred Compensation Plan 457(b), Supplemental Retirement Plan 401(a)). For calendar year 2017.

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Voluntary Retirement Plans (VRP) Summary Plan Description (SPD) for calendar year 2017

Summary plan document overview of the voluntary retirement plans (403(b), 457(b), 401(a)) at the University of Missouri System for 2017.

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Division of Benefits SPD

Summary plan description for parties involved in a marriage dissolution to gain a better understanding of how pension benefits under the Retirement, Disability, and Death Plan may be divided in a divorce proceeding.

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Approaching retirement quick guide

This guide is available to employees who have announced their intention to retire explaining next steps.

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UM Retirement Calculator - Find it in myHR!

Tutorial for finding in myHR and running the university’s retirement calculator for the Retirement, Disability, and Death (RDD) Benefit Plan (i.e., the university’s pension plan).

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Retiree Medical Study timeline

Retiree Medical Study Timeline

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Instructions for using WebEx

Fidelity, the university’s voluntary retirement plan administrator, offers several webinars to assist in planning for your retirement. To join the webinars, you must use a the webcasting application called WebEx. These are instructions for doing so.

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Rehire of retirees

No forms or guides are associated with the topic “rehire of retirees.” However, more information on the rehire requirements for retired or vested individuals who are less than age 62 can be found on the retiree rehire requirements page. Also available are many FAQs about the rehire of retirees.  

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