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Retirement Savings Checklist

If you are preparing to retire, consider these steps related to your retirement savings.

Review your retirement savings

Log in to enroll, make changes or review your retirement savings.

Log into the Stanford Retirement Manager

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

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

SCRP

Fidelity: 888-793-8733  
TIAA: 800-842-2776 

SRAP

877-249-6648

For additional help