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Begin by calling Fidelity (800-343-0860) with your Fidelity Account # or SSN at hand (you will be required to enter this info, via your phone keypad, in order to be connected with a representative). A Fidelity Representative will then ask for further verification (your name, etc). If your account is designated with “Call in” privileges, the representative will continue with your request. If your account needs signed paperwork to complete the transfer process, Fidelity will send you paperwork to sign with further instructions.

Fidelity has Workplace Planning and Guidance Consultants available for one-on one meetings. You can contact Fidelity directly at 1-800-558-9182. Or, you can schedule a meeting with a Planning and Guidance Consultant (or Attend an Educational Workshop). Once on the site, choose either “One-on-One Consultation” or “Attend a Workshop”. Then click the orange “Continue” button. And then click the link for University of California and choose your location.

The rollover process can be done by phone by calling Fidelity at 800-343-0860. Typically, the transfer should be done with your financial adviser as he/she will have your other account information readily at hand during/for the transfer process. 

A Qualified Charitae Distribution (QCD) from an IRA may only be used to pay for the one-year Emeriti Association ($30) or Retirees Association Membership ($25). All other membership terms are not charitable contributions and may not be paid for with a QCD.

To make a QCD in support of the UC Irvine Emeriti Association and/or Retirees Association and receive a one-year membership, please contact your IRA administrator and request that they issue the distribution payable to the University of California, Irvine Foundation (Tax ID: 95-2540117). Please ask your administrator to include your name and “Emeriti Association” / “Retirees Association” in the memo line or on the accompanying documentation.

Any amount received through your QCD above the one-year membership will be treated as a charitable gift in support of the respective Association.

Please have your IRA administrator mail the check to:

UC Irvine Foundation

UC Irvine Emeriti Association / Retirees Association

101 Aldrich Hall

Irvine, CA 92697-5600

If you have questions about QCDs or other tax-savvy ways to support UC Irvine, please contact the Office of Planned Giving at GiftPlan@uci.edu or 949-824-5820Toggle Content