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Indiana University

Benefits Change Connection

Change PERF Investment Direction

The PERF Retirement Plan consists of two parts: a pension plan (a defined benefit provision) and an annuity savings account benefit (a defined contribution provision).

Participants may invest their annuity savings account in one or more investment funds, and they can change their allocation once per calendar quarter to become effective the first day of the next calendar quarter (with 30 days notice).


  1. Review the information at the PERF Web site to learn more about your benefits.
  2. Change or review investment options:
  3. File the form with PERF at the address below.
    Contact information for PERF:
    Public Employees' Retirement Fund
    Harrison Building, Suite 500
    143 West Market Street
    Indianapolis, IN 46204
    317-233-4162
    888-526-1687 (toll free)
    (TDD) 317-233-4160

 

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PERF Investment Direction form PDF

See also:

PERF Web site: www.in.gov/perf/