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Resources for Starting Retirement Income Benefits

Separations under the ERIP do not automatically result in the initiation of income benefits under PERF, IU Retirement Plan, or Social Security. ERIP participants are not required to start retirement distributions after separating from IU. (See exception below.) For those who do, however, a separate action is required to start distributions. See contact information below.

Exception: Employees age 70 or older may need to initiate retirement income benefits under IRS regulations.

Resources and contact information for initiating retirement income benefits

 

TIAA-CREF

TIAA-CREF Web site
Phone 1-800-842-2273 Monday through Friday, 8 am – 10 pm, and Saturday, 9 am – 6 pm (ET)

Fidelity

Fidelity Web site
Phone 1-800-343-0860 Monday through Friday, from  8 a.m. to midnight  (ET)

PERF

Valuable information about the Public Employees’ Retirement Fund (PERF) can be found at the IU PERF Web site.

Employees may access their PERF account on the PERF Web site with a PERF PIN and passcode. If you do not know this information, contact PERF at 1-888-526-1687. If you would like to reach an account representative, hold the line until your call is forwarded.

Social Security

Valuable information about Social Security benefits can be found on the Social Security Web site. Potential ERIP applicants may want to visit the following tabs on the site: Retirement, Survivors, and Medicare.

Participant Rights and Responsibilities Upon Transfer or Termination

This IU booklet describes participant rights and responsibilities associated with termination of coverage for each of these benefit plans: Group Life, Long-Term Disability and Personal Accident Insurances, medical and dental coverages, Tuition Benefit, and retirement plans.