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No. Your enrollment will be accepted by submitting all the required forms except Exhibit F by Dec. 16, 2022. In the meantime, you can work on choosing and creating a 403(b) account to receive your monthly benefits. You must send EPC Exhibit F no later than 2 months after you exit. EPC needs to know where to send your monthly payments.

Refer to the packet of information you received from EPC. The first page of the documents has a section with the heading “Exit Date:  6/30/2023.” In this section, you will find the amounts listed as “UFSP Total Benefit” and “UFSP Monthly Benefit.” Use these amounts to populate page 2 of Exhibit C.

Anyone who is over 18 years of age and is competent can be a witness and sign the forms. This includes your spouse, the EPC Counselors or anyone else over the age of 18. It does not need to be notarized.

You do not need to obtain this signature. If you are participating in the plan, return Exhibit B and C to EPC along with Exhibits D and F and the Beneficiary Form. EPC will secure the required university signatures following the close of the UFSP revocation period (midnight, Dec. 23, 2022).

The data provided by EPC is an estimate. The information STRS/OPERS gives you is official. In all cases, you should make decisions based on the information you receive from STRS/OPERS. You can notify EPC of the information and they can send you updated information if you would like.

Employees who may be eligible to participate should have received a packet of information in the mail at their home address prior to Oct. 31, 2022. The packet contains important forms for participating as well as an explanation of benefits and a form that specifically addresses an employee’s years of service.

If you did not receive a packet and believe you are eligible, please contact Donna Sansonetti with Human Resources at 330-672-8333 or dsansone@kent.edu.

As defined in Exhibit A, Paragraph 3 under the section entitled Death or Disability, within the UFSP Packet provided to participants by EPC, if an eligible employee is entitled to benefits under the plan, but dies before receiving all such benefits, the eligible employee’s beneficiary shall be entitled to a benefit in cash within 60 days of the employee’s death. For specific questions about death benefit payouts, contact EPC at 1-800-747-1504.

Yes, you can. Please contact EPC at 1-800-747-1504 so they can coordinate this change for you. 

No. IRA accounts may not be used for this plan. Payments will be made to the participant’s 403(b) account, which will be administered by a provider selected from the university’s approved list. If a participant wishes to transfer amounts from that account, this should be discussed with a provider representative.