Making Changes to Your IU Retirement Plan Account

The IU Retirement Plan is a self-directed plan. This means that the participant is responsible for overseeing his or her account and directing its investment. The three basic ways to direct investments are described on this page.

Change Your Current Investment Allocation

1. To change the current allocations of your account, you must contact the investment company directly: TIAA-CREF or Fidelity Investments. See their contact information below.

Direct Future Contributions to a Different Investment Company

1. Establish (or have previously established) a plan account at the new investment company by completing the company's account application.

   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. Complete an IU Retirement Plan Investment Company Change form.

3. Return the completed change form and the account application (if applicable) to the campus Human Resources office no later than 30 days prior to the next pay date.

   The office will process the change as soon as administratively feasible once it receives the forms. The change cannot become effective retroactively.

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.

   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 former investment company and ask to transfer your accumulations to the new company.

TIAA-CREF

• Web site
• Personal retirement investment counseling service: 800-842-2776

Fidelity Investments

• Web site
• Personal retirement investment counseling services: 800-343-0860