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Begin, Change, or Stop Salary Deferrals to the IU Tax Deferred Annuity (TDA) Plan

To begin making salary deferrals:

  1. Complete a Salary Deferral Agreement form.

  2. Establish a TDA Plan account with one or more of the authorized investment vendors by contacting the vendor directly and completing its application. See list of vendors and Web sites below.

  3. Return the two completed forms to the campus Human Resources office no later than 30 days prior to the next pay date.


To change the amount of salary deferrals:

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

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 be stopped as soon as administratively feasible. Salary deferrals cannot be stopped retroactively.

 

HTML icon = complete online and print or submit. PDF icon = download PDF, print, and complete.Forms and Publications

Salary Deferral Agreement PDF

IU Tax Deferred Annuity (TDA) Plan booklet PDF

Plan Vendor Web sites:

American United Life Insurance Company (AUL)

Fidelity Investments

TIAA-CREF

AIG VALIC

 
Updated:14 February 2008
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