TDA PLAN VENDOR CONSOLIDATION
STEPS TO CHOOSE A NEW INVESTMENT COMPANY AND INVESTMENT FUNDS
Using OneStart Self Service
To Change Investment Company(ies):
1. Go to OneStart at https://onestart.iu.edu and log in.
2. On the left under “Most Popular”, click the “Employee Self Service “link.
3. Under “Benefits”, click the “Benefits Self Service” link.
4. Under “Benefits Information” click on “2 more”; then, click on the “Savings Summary” link in the bottom left box.
5. Click on the “Tax Deferred Annuity” link.
6. Scroll down to “Additional Information” and click on the “Fund Allocations” link.
7. Click the yellow “Change Current Fund Allocations” box.
8. Enter the whole percentage of salary you want to defer to either TIAA-CREF or Fidelity or both companies. For example, 100% TIAA-CREF, or 100% Fidelity, or 50% TIAA-CREF and 50% Fidelity. Be sure your numbers total 100%.
9. Click the yellow “Update Totals” box.
10. Read the information under “Session Authorization” and click the box beside “I agree”; then click the yellow “Save” box.
11. You should receive a “Save Confirmation” screen and an e-mail to your IU e-mail address confirming your changes.
12. Click the yellow “OK” box.
13. If you want the amount of your salary deferral to remain the same, you have finished Self Service and should proceed to step 21 to select your investment funds. If you want to change the amount of your salary deferral, proceed to step 14.
To Change the Amount of Your Salary Deferral:
14. Click “HOME” at the top of your screen to return to the Benefits Home page.
15. Follow step 4 above to return to the “Savings Summary” screen.
16. Click on the “Tax Deferred Annuity” link.
17. Under “Current Contributions”, click the yellow “Edit” box and change the percentage.
You can enter any percentage from .001% to 100%.
18. Click the yellow “Save” box. You should receive a “Save Confirmation” screen and an e-mail to your IU e-mail address confirming your changes.
19. Click “Exit” at the top.
20. You have finished Self Service and should proceed to step 21 to select your investment funds.
To Select Your Investment Funds:
21. Print and complete a TDA Enrollment Form for your new investment company(ies). Refer to the e-mail section titled “How Can You Get Assistance in Making These Decisions?” for information and services available to help you choose your investment funds.
For a TIAA-CREF TDA Plan Enrollment Form, go tohttp://enroll.tiaa-cref.org/Resources/EF/ef_0001300013_17.pdf
For a Fidelity TDA Plan Enrollment Form, go to
http://www.indiana.edu/~uhrs/pubs/forms/Fidelity-TDAenroll.pdf
You must fill out the Fidelity or TIAA-CREF TDA Plan Enrollment Form even if you already have an account with these investment companies for another IU retirement plan. Each retirement plan requires a separate account.
Remember to fill out both forms if you have chosen to have some TDA Plan salary deferrals go to Fidelity and some to TIAA-CREF.
Return the completed TDA Enrollment Form(s) via campus mail to “Michelle White, TDA, UHRS, Poplars E165, IU-Bloomington” or via regular mail to “Michelle White, Indiana University, Poplars E165, 400 E. 7th St. , Bloomington, IN 47405.”
Send the original form(s) to UHRS and keep a photocopy for your records.
Using Paper Forms
To Change Investment Companies and Select Salary Deferral Percentage:
• Open, print, and complete the Salary Deferral Agreement at
To Select Your Investment Funds:
• Complete step 21 above. Return your original Salary Deferral Agreement form along with the TDA Enrollment Form(s) to the address listed in step 21.
If you have any questions or need further assistance please contact Michelle White at 812/856-4100 or mbwhite@indiana.edu.
