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).

  1. Complete a Salary Reduction Agreement for the Tax-Deferred Annuity Plan (PDF).
     
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:

EMERITI HEALTH ACCOUNT

There is no process to enroll in the Emeriti Plan. Once you become eligible for the Emeriti plan you will be automatically enrolled and contributions will be made on your behalf. If you decide to make voluntary contributions to the Emeriti program please contact the benefits office to arrange for payroll deduction to the plan. Initial contributions will be directed to an age appropriate TIAA-CREF Lifecycle Mutual Fund (the fund closest to the year you will turn age 65) but you have the option to change your allocation or transfer funds at any time. Learn more about your Emeriti Investment Options.
C10279, C16946