Benefits Change Connection

Begin, Change or Stop Salary Deferrals to the IU Retirement Savings Plan 457(b)

To begin making salary deferrals:

1. Complete a Salary Deferral Agreement form.
2. Establish a 457(b) plan account with one or more of the authorized investment vendors by completing the vendor's application. (See contact information below.)
3. Return the completed forms to the campus Human Resources office no later than 30 days prior to the next pay check.

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To change the amount of salary deferrals:

1. Access and change your deferral amount online at the Benefits Self Service area of OneStart.
   

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To stop salary deferrals:

1. Complete the "Termination of Agreement" section of the Salary Deferral Agreement form.
2. Return the completed form to the campus Human Resources office.

Once the completed form is received, salary deferrals will stop as soon as administratively feasible. Deferrals cannot be stopped retroactively.

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Investment Company Contacts:

Fidelity Investments (800) 343-0860 Ask for “457(b) Specialist” 82 Devonshire Street ZS3 Boston MA 02109 www.mysavingsatwork.com

TIAA-CREF (800) 842-2776 730 Third Avenue New York, NY 10017 www.tiaa-cref.org/indiana/