December 2019

Winter Closure Checklist for Retirees

The 2019 winter closure is scheduled for Monday, Dec. 23, 2019, through Friday, Jan. 3, 2020, for those areas designated to close. Regular operations resume on Monday, Jan. 6, 2020.

Need benefits 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 the Benefits Provider Contact list.) If you need to contact the University HR Service Team, please note their modified schedule during winter closure:

Closed on the designated university holidays: Dec. 24, Dec. 25 and Jan. 1
Closed, with voicemail only: Dec. 23, Dec. 26, Dec. 27, Dec. 30 and Dec. 31; voicemail will be monitored for urgent matters and callbacks will be made by the next business day
Open from 8 a.m. to noon on Jan. 2 and Jan. 3
In-office appointments and online chat will not be available during the winter closure
Resume normal operating hours on Jan. 6

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

If You Worked at Stanford in 2019

✓ Delivery of IRS Form 1095
The IRS Form 1095 is a notification 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 2019 W-2 tax form will be sent to the mailing address on file for you in Axess by the end of January. If you aren't sure what address is on file, contact the University HR Service team using the information listed above. Note the second pay period in December (Dec. 16–31) is not included in your 2019 W-2 form. Learn more about Stanford W2 forms on Fingate.

Health & Life Benefits Reminders

✓ New ID cards for some plans in 2020
Stanford Health Care Alliance members and non-Medicare Blue Shield members (Healthcare + Savings and Trio) will get new plan ID cards in January. The new cards will include new phone numbers for services and the name of the primary care physician you have designated. 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.

If you need medical care after Jan. 1 but before you receive your card, you can download and print a copy of your card directly from your health plan’s website to take with you to your appointment or to pay for prescriptions. Learn more about downloading your member ID card.

✓ Update your health plan premiums in your "autopay" with your bank
If you are paying for your health benefits through your bank's "bill pay" function each month, don't forget to adjust the amount to reflect your 2020 rates. Your first payment for 2020 is due by Jan. 10. Verify the amount you'll owe by reviewing the printed Confirmation Statement mailed to you in November, or by logging into My Benefits (cardinalatwork.stanford.edu/my-benefits).

Alternatively, you can sign up for SurePay through Vita, Stanford's direct pay administrator, and your payments will be made each month automatically and the premium amounts will automatically update each January. Learn more about SurePay.

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 2019, 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. 13.
For all other Fidelity distributions, except those listed above and including required minimum distributions, the deadline is 1 p.m. PST on Dec. 27.

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 2020.

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.

Brought to you by University Human Resources

HR Communications
505 Broadway, 5th Floor | Redwood City, CA 94063

cardinalatwork.stanford.edu

Update your email preferences or contact information.
If you received this email in error, you may Unsubscribe to future emails using TrueRemove®
Please note that by unsubscribing you are opting out of ALL email communications from University Human Resources, including benefits, updates, and open enrollment reminders.

Got this as a forward? Sign up to receive our future emails.
View this email online.

505 Broadway 5th Floor
Redwood City, CA | 94063 United States

This email was sent to .
Continue receiving our emails by adding us to your address book