Benefits Change Connection

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

Formerly IU Tax Deferred Annuity Plan.

To begin making salary deferrals:

1. Complete a Salary Deferral Agreement form.
2. Establish an IU Tax Deferred 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.

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To change the amount of salary deferrals:

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

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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.

 

Forms and Publications

Salary Deferral Agreement form

Fidelity IU TDA Enrollment and Beneficiary Designation 403(b) Form
Plan # 51913

TIAA-CREF 403(b) GSRA Enrollment Form
Plan ID 100267

IU TDA Plan booklet

Plan Vendor Web sites:

Fidelity Investments

TIAA-CREF