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Employee Center - OneStart
University Human Resource Services

Indiana University
Benefits Change Connection

Making Changes to the IUSERP Account

IUSERP is a self-directed plan. This means that the participant is responsible for overseeing the account and directing its investment allocation and beneficiary information.

Change the Current Investment Allocation

  1. To change the current investment choices for the IUSERP account at an investment company, you can log into your account with them directly or call the company directly: TIAA-CREF or Fidelity Investments. See Investment Company Contacts below.

Direct Future Contributions to a Different Investment Company

  1. Access and change your Investment Company election at the Employee Center area of OneStart.
  2. Establish (or have previously established) a plan account at the new investment company by completing the company's account application and sending it directly to that company.

    Note: If you have a current account at the new investment company (i.e., an account that has received contributions within the last 12 months), you do not have to open a new account.

Transfer Accumulations from One Investment Company to Another

  1. Establish (or have previously established) a plan account at the new investment company by completing the company's account application and sending it directly to that company. Note: If you have a current account at the new investment company (i.e., an account that has received contributions within the last 12 months), you do not have to complete a new account application.
  2. Contact the new investment company and request the form to transfer your accumulations from the old company.

Change the Beneficiary Listed on the Account

  1. Log on to your TIAA-CREF or Fidelity account and change your beneficiary online.

Investment Company Contacts:

Fidelity Investments
(800) 343-0860
82 Devonshire Street ZS3
Boston MA 02109
plan.fidelity.com/Indiana

TIAA-CREF
(800) 842-2776
730 Third Avenue
New York, NY 10017
www1.tiaa-cref.org/tcm/indiana