Making Changes to the IUSERP Account
IUSERP is a self-directed plan. This means that the participant is responsible for overseeing the account and directing its investment allocation and beneficiary information.
Change the Current Investment Allocation
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To change the current investment choices for the IUSERP account at an investment company, you can log into your account with them directly or call the company directly: TIAA or Fidelity Investments. See Investment Company Contacts below.
Direct Future Contributions to a Different Investment Company
- Access and change your Investment Company election at the Employee Center.
- 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.
Transfer Accumulations from One Investment Company to Another
- 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 complete a new account application.
- Contact the new investment company and request the form to transfer your accumulations from the old company.
Change the Beneficiary Listed on the Account
Investment Company Contacts
Fidelity Investments |
TIAA |