ENROLL NOW

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If you are investing in mutual funds, read the Intermediary Frequent Trading Policy (PDF).

REQUIRED FORM

You are required to complete a Salary Reduction Agreement (SRA) for one or more of your plans. An SRA allows automated, pre-tax contributions from your paycheck directly to your specified plans.

Select the appropriate link(s) below to download the form(s).

Submit the form(s) to your Benefits Office.

ENROLL ONLINE

Have the following information available before you enroll online:

  • Your investment allocation amounts/percentages for your investment choices.
  • Your Social Security number.
  • Your beneficiary's Social Security number, birth date and address.

To enroll in a plan online, click the plan name below:

Brandeis University Retirement Plan
If you are Faculty, Professional and Admin Staff: If you are a Non-Exempt Employee:

ENROLL BY MAIL

Follow these instructions to enroll using a paper form:

  1. Download your enrollment materials from the appropriate link(s) below:
  2. Brandeis University Retirement Plan
    If you are Faculty, Professional and Admin Staff: If you are a Non-Exempt Employee:
    • Complete and sign the forms.
       
    • Mail the forms to:

      Office of Human Resources
      Brandeis University
      415 South Street
      Bernstein-Marcus MS 118, 2nd Floor
      Waltham, MA 02454-9110

For more information on enrollment, contact your institution.
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