Begin, Change, or Stop Salary Deferrals to the IU Tax Deferred
Annuity (TDA) Plan
To begin making salary deferrals:
-
Complete a Salary Deferral Agreement form.
-
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.
-
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:
- Access and change your deferral amount online at the Benefits Self Service area of OneStart.
To stop salary deferrals:
-
Complete the "Termination of Agreement" section of the Salary Deferral Agreement form.
-
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.
|