[UCRDBR] Voluntary Retirement Savings Program - Return of Excess Contributions for Plan Year 2025

[Departmental Benefits Representatives]

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February 17, 2026

To:
Department Benefits Representatives (DBRs)

From:
Central HR Benefits Office on behalf of UC Office of the President
Re:
Voluntary Retirement Savings Program - Return of Excess Contributions for Plan Year 2025
_____________________________________________________________________________________________________
DBRs, please share this information via your internal listserv.  Do not reply to this email.  Please
send a separate email with questions to benefits at ucr.edu<mailto:benefits at ucr.edu>.

UCOP shared the deadline to process requests and refund any 2025 excess contributions to participants from UC Tax-Deferred 403b and/or 457(b) Deferred Compensation Plans is Wednesday, April 15, 2026.  The properly submitted request MUST be received by UC Retirement Savings Program by Wednesday, April 1, 2026 in order for Fidelity to meet the distribution deadline of Wednesday, April 15, 2026.

Any participant who 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.  The form is available for download at this link myUCretirement.com<https://fwc.widen.net/s/j72cql7fzt/uc-return-of-excess-form> 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

Please refer to the Plan Summary Plan Description (SPD) for additional details regarding rules and regulations at this link
https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/ucrs/index.html.
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