Changes to Your 403(b)
Contact your campus Human Resources for the form required to:
- Start, stop, increase or decrease your voluntary 403(b) contribution
- Choose between pre-tax and/or after-tax (Roth) contributions
- Switch between TIAA and Fidelity.
Note: When enrolling for the first time, you must complete an application with TIAA or Fidelity.
Changes to your 403(b) will be effective in the month you make them, as long as they are made before the applicable payroll processing date. You can also make a change at a designated future date.
Changes to Your 457(b)
Changes to your 457(b) will be effective the first day of the month following the date Human Resources receives your completed form. Contact your campus Human Resources for a copy of the form.
Changing Your Beneficiaries
When you set up your retirement plan, you must elect a beneficiary—someone who will receive the money in your account if you die. It’s important that you review your beneficiaries at least annually to ensure the correct person will receive your benefit. To elect or change your beneficiary:
You must set-up and/or update your beneficiaries on the 403(b) plan and the 457(b) plan if you participate in both plans.