December 2018

Winter Closure Checklist for Retirees

The 2018 winter closure is scheduled for Monday, Dec. 24, 2018, through Friday, Jan. 4, 2019, for those areas designated to close. Regular operations resume on Monday, Jan. 7, 2019.

Need support during winter closure?

✓ Benefits questions: For medical and retirement benefits questions, you may need to contact your plan administrator directly. (Not sure who to call? Review this list.) If you need to contact the University HR Service Team, please note their modified schedule during winter closure:

Open from 8 a.m. to noon: Dec. 26, Dec. 27, Jan. 2 and Jan. 3
Closed, with voicemail only: Dec. 28, Dec. 31 and Jan. 4; voicemail will be monitored for urgent matters and callbacks will be made by the next business day
Closed on the designated university holidays: Dec. 24, Dec. 25 and Jan. 1
In-office appointments and online chat will not be available during the winter closure

Call the University HR Service Team at 877-905-2985 or 650-736-2985.

If You Worked at Stanford in 2018

✓ Delivery of IRS Form 1095
The IRS Form 1095 is a tax form notifying you of the medical coverage offered by Stanford last year, regardless of whether you enrolled in that coverage. The IRS does not require you to submit your Form 1095 with your tax return. However, you should secure it with your other important tax forms for future reference. Stanford will produce this form in January and send it to you via U.S. Mail. Learn more about the IRS Form 1095.

✓ Mailed delivery of W-2
Your 2018 W-2 tax form will be mailed to your home by the end of January. Note the second pay period in December (Dec. 16–31) is not included in your 2018 W-2 form. Learn more about Stanford W2 forms on Fingate.

Health & Life Benefits Reminders

✓ New ID cards for SHCA members in 2019
Stanford Health Care Alliance members will get new plan ID cards in January. The new cards will include new phone numbers for SHCA services. For all other plans, you will not be sent a new card each year, only when you change plans. Remember: dental and vision plans do not provide ID cards.

Retirement Savings Distributions

✓ Submit distribution requests: To request your retirement distribution, contact your investment provider (Fidelity and/or TIAA) for the required forms and instructions. Note: Fidelity and TIAA will be closed on Dec. 25 and Jan. 1.

In order to receive a distribution in 2018, you must submit completed distribution paperwork to either Fidelity or TIAA by the following deadlines:

For hardship requests for home purchase or tuition, loans for home purchase, age 59 1/2 in-service withdrawal requests from CRA account, and all TIAA distributions except required minimum distributions, the deadline is 5 p.m. PST on Dec. 12.
For all other Fidelity distributions, except those listed above and including required minimum distributions, the deadline is 1 p.m. PST on Dec. 28.

Please note that if there is a problem or missing information on the distribution forms, it may require additional time and cause your distributions to be delayed until January 2019.

Contacts: Fidelity (888-793-8733) or TIAA (800-842-2252).

Learn more about distributions

The Stanford Retiree Insider publishes monthly to keep you informed throughout the year.
Let us know what you'd like to see in future issues by emailing HR Communications.

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