The University of Washington and Calvert are pleased to offer Calvert mutual funds to University of Washington Tax-Deferred 403(b) Plan participants. If you have questions or would like more information about Calvert funds available through your University of Washington plan, call 800.368.2745. A Calvert investor representative will be happy to help you.
Click to view New Opportunities in Retirement, a presentation developed to help you better understand the benefits of retirement planning and help you generate the income you’ll need to live comfortably in retirement.
Online Services
Current participants can apply and make changes online at the UW Human Resources Web site, Voluntary Investment Program section. Once logged on, look for the Calvert Group link. If you have not already established a Calvert account, please complete and submit the Calvert application.
- Investment Application form
- Custodial Agreement
- Transfer Request Form
- Distribution Form
- Change of Beneficiary or Distribution Form
Mutual Fund Options
Money Market
- Calvert Money Market Portfolio | (prospectus)
- Calvert First Government Money Market Fund | (prospectus)
Fixed Income
- Calvert Bond Portfolio | (prospectus)
- Calvert Income Fund | (prospectus)
- Calvert Short Duration Income Fund | (prospectus)
- Calvert Ultra-Short Income Fund | (prospectus)
Asset Allocation
- Calvert Aggressive Allocation Fund | (prospectus)
- Calvert Conservative Allocation Fund | (prospectus)
- Calvert Moderate Allocation Fund | (prospectus)
- Calvert Balanced Portfolio | (prospectus)
Equity
- Calvert Capital Accumulation Fund | (prospectus)
- Calvert Enhanced Equity Portfolio | (prospectus)
- Calvert Equity Portfolio | (prospectus)
- Calvert Global Alternative Energy Fund | (prospectus)
- Calvert International Opportunities Fund | (prospectus)
- Calvert Large Cap Growth Fund | (prospectus)
- Calvert Small Cap Fund | (prospectus)
- Calvert Social Index Fund | (prospectus)
- Calvert International Equity Fund | (prospectus)
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