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Employee Center - OneStart
University Human Resource Services

Indiana University
Benefits Change Connection

IU Tax Deferred Account (TDA)

To change the amount of salary deferrals:

  1. Access and change your deferral amount online at the Employee Center area of OneStart.

To stop salary deferrals:

  1. Access and change your deferral amount to 0% online at the Employee Center area of OneStart.

To begin making salary deferrals:

  1. Complete a Salary Deferral Agreement form and return it to the campus Human Resources office no later than 30 days prior to the next pay date.
  2. Establish an IU Tax Deferred Account with one or more of the authorized Investment Companies by opening an account online via their Web sites. See list of Investment Company contacts below.

Change the Current Investment Allocation

  1. To change the current investment choices for the TDA account at an investment company, you can log into your account with them directly or call the company directly: TIAA-CREF or Fidelity Investments. See Investment Company Contacts below.

Direct Future Contributions to a Different Investment Company

  1. Access and change your Investment Company election at the Employee Center area of OneStart.
  2. Establish (or have previously established) a plan account at the new investment company by completing the company's account application and sending it directly to that company.

    Note: If you have a current account at the new investment company (i.e., an account that has received contributions within the last 12 months), you do not have to open a new account online.

Transfer Accumulations from One Investment Company to Another

  1. Establish (or have previously established) a plan account at the new investment company by completing the company's account application and sending it directly to that company. Note: If you have a current account at the new investment company (i.e., an account that has received contributions within the last 12 months), you do not have to open a new account online.
  2. Contact the new investment company and ask request the form to transfer your accumulations from the old company.

Change the Beneficiary Listed on the Account

  1. Log on to your TIAA-CREF or Fidelity account and change your beneficiary online.

IRS Maximum and Catch-up Contributions

  1. If you wish to contribute the IRS maximum and/or make catch-up contributions please contact UHRS at .

Investment Company Contacts:

Fidelity Investments
(800) 343-0860
82 Devonshire Street ZS3
Boston MA 02109
www.mysavingsatwork.com/atwork/iu.htm

TIAA-CREF
(800) 842-2776
730 Third Avenue
New York, NY 10017
www1.tiaa-cref.org/tcm/indiana/

 

 

UHRS Web site

TDA Web page

Publications

IU TDA Plan document (PDF)

Plan Vendor Web sites

Fidelity Investments

TIAA-CREF