Benefits Change Connection
Making Investment Fund Changes to IUSERP Account
IUSERP is a self-directed plan. This means that the participant is responsible for overseeing the account and directing its investment. The three basic ways to direct the IUSERP account are described on this page.
Change Your Current Investment Allocation
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To change the current allocations of the IUSERP account at an investment company, you must contact the company directly: TIAA-CREF or Fidelity Investments. See Investment Company Contacts below.
Direct Future Contributions to a Different Investment Company
- 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.
- Complete the IUSERP Investment Company Change form.
- Return the completed company 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
- 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.
- Contact the former investment company and ask it to transfer your accumulations to the new company.
Fidelity
Investments
800-343-0860
82 Devonshire Street ZS3
Boston, MA 02109
TIAA-CREF
800-842-2776
730 Third Avenue
New York, NY 10017
877-267-4507
135 N. Pennslyvania St.
Suite 1850
Indianapolis, IN 46204
