Rollover contributions refer to moving funds from one retirement account to another without incurring taxes or penalties.
If you have Lifetime Retirement Income plan assets that are not annuitized, meaning you are not receiving monthly payouts from your plan account, you are eligible to roll over any other existing accounts such as IRAs, 403(b)’s, 401(k)’s, or other pre-tax retirement accounts into the Plan. You may withdraw any money you roll over at any time or turn it into lifetime retirement income payments at retirement.
Consolidating your accounts makes it easier for you to track your retirement assets and take advantage of any of the Pension Boards’ 11 investment fund options, all in one place.
Our faith-based investment strategies align with your values and that our church and are based on policies that support human rights and dignity, environmental stewardship, and sound corporate governance practices. Your investments through the Pension Boards have a purpose – socially and environmentally.
If you are interested in learning more about our investment fund strategies, please see below. You may also be interested in learning about our Corporate Social Responsibility work here.
Getting started is easy. Complete the Rollover Form below and email it to This email address is being protected from spambots. You need JavaScript enabled to view it.. You can also mail the form to: Pension Boards-UCC, 475 Riverside Drive, Room 1020, New York, NY 10115, or fax the form to 212-729-2701. Our staff will review the form and begin the rollover process for your plan.
For questions, call Member Services at 1.800.642.6543, from 8:30 a.m. to 5:30 p.m. ET.
Click here to download Fidelity’s Rollover Contribution Form and its instructions.
Learn more about the Pension Boards’ investment funds below.