ENROLL NOW

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

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:

Campus

IMPORTANT: Employees have 60 days from commencement of employment to elect to enroll in the ORP. This decision is irrevocable once made. Failure to make an election will result in automatic, irrevocable enrollment in TSERS.

To make an election, all UNC System employees (except UNC Healthcare employees) must submit the ORP-1 form (PDF), notarized, to their benefits office prior to the election deadline.

UNC Healthcare employees must complete the electronic ORP-1 Election Form online prior to the election deadline.

To transfer or roll over funds to TIAA-CREF, employees must complete the Transfer or Rollover Authorization form (PDF).

ENROLL BY MAIL

Follow these instructions to enroll using a paper form:

  1. Download the enrollment materials below
  2. Complete the fields as indicated
  3. Sign the forms as needed
  4. Submit the forms to:
    5. Your Campus HR/Benefits Office
C2145

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF products may be subject to market and other risk factors. See the applicable product literature, or visit www.tiaa-cref.org for details.

TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.

© 2013 and prior years, Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017.