Retirement Changes - 2012

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• Elect Your Investments
• Informational Sessions Schedule
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• FAQ

Retirement edition of Currents (.pdf)

Benefits homepage

How to elect your investments and designate a beneficiary

You can call (800) 410-6497 (Monday to Friday, 8 a.m. to 6 p.m., (extended hours to 8 p.m. through June) or set up your account online at www.tiaa-cref.org/Rochester.

Register first

If you are not currently registered for online access with TIAA-CREF, you need to register first. Visit www.tiaa-cref.org/Rochester, select Register, and follow the directions to create your user ID and password.

You will need your social security number, date of birth, and TIAA-CREF account/contract number. The number appears on your quarterly statement from TIAA-CREF or in the enrollment confirmation statement that you should have received from TIAA-CREF.

Online instructions

Step 1: Set Up Investment Allocation Instructions and Beneficiary Designation

• Go to www.tiaa-cref.org/Rochester, click Log In (located in the upper right-hand corner)
• Enter your user ID and password

Set up your investment allocation instructions:

• Select “actions” drop-down menu (for each contract/ account you want to update)
• Select “change investment of future contributions” and enter your investment allocation instructions

Designate a beneficiary:
Beneficiary designations from Fidelity, T. Rowe Price, and Vanguard will not be transferred to TIAA-CREF. If you have a new plan account with TIAA-CREF, you will need to select your beneficiary designation. It is important to review and, if necessary, update your beneficiary designation.

• Choose “My Profile,” and then “Beneficiaries.” You will need your beneficiary’s Social Security number (optional), date of birth, and address.

Step 2: Direct Future Contributions to TIAA-CREF (as recordkeeper)

• Return to www.tiaa-cref.org/Rochester, click “Enroll Now” (located in the bottom middle)
• Click “Retirement Program Self-Service” and log in to your account
• Direct contributions (both University and voluntary) 100 percent to TIAA-CREF

Note:

Once you complete these two steps online, future contributions will be invested immediately, according to your directions (subject to payroll deadlines).