University of Rochester

Retirement Changes - 2012



cover of Retirement Currents

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.

schedule of investment choices

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:

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.

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

Note:

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

Upcoming informational sessions

Date Time Location
Friday, April 6 9 to 10 a.m. Eastman School, Room 120
Thursday, April 12 1 to 2 p.m. Wilson Commons, Gowen Room
Saturday, April 14
3 to 4 p.m.

Medical Center, Whipple Auditorium (2-6424)
Monday, April 16 Noon to 1 p.m. Helen Wood Hall, Auditorium
Tuesday, April 17 1 to 2 p.m. Sawgrass Surgery Center, Educational Room
Tuesday, April 17 3 to 4 p.m. Medical Center, Adolph Auditorium (1-7619)
Wednesday, April 18 6:30 to 7:30 a.m. Medical Center, Class of ’62 Auditorium (G-9425)
Wednesday, April 18 Noon to 1 p.m. Saunders Research Building, Room 2420 A&B
Saturday, April 28 7 to 8 a.m. Medical Center, Class of ’62 Auditorium (G-9425)
Monday, April 30 Noon to 1 p.m. Wilson Commons, Gowen Room
Friday, May 4 9 to 10 a.m. Wilson Commons, Gowen Room
Tuesday, May 8 2 to 3 p.m. Medical Center, Whipple Auditorium (2-6424)
Thursday, May 10 Noon to 1 p.m.
Alumni and Advancement Center, Seminar Room
Monday, May 14 Noon to 1 p.m. Laboratory for Laser Energetics, Seminar Room
Wednesday, May 16 1 to 2 p.m. Memorial Art Gallery, Bausch & Lomb Parlor
Wednesday, May 16 4:30 to 5:30 p.m. Medical Center, Class of ’62 Auditorium (G-9425)
Thursday, May 24 1 to 2 p.m. Laboratory for Laser Energetics, Seminar Room
Friday, May 25 Noon to 1 p.m. Clinton Crossings, Building D Conference Room

Walk-up help desk hours

Wednesday, April 4 11 a.m. to 2 p.m. Saunders Research Building, Atrium
Tuesday, April 10 11 a.m. to 2 p.m. Helen Wood Hall, Evarts Lounge
Wednesday, April 11 11 a.m. to 2 p.m. Wilson Commons, outside the Common Market
Thursday, April 12 11 a.m. to 2 p.m. Clinton Crossings, Building D, Second Floor Lobby
Tuesday, April 17 11 a.m. to 2 p.m. Sawgrass Surgery Center, Canteen
Wednesday, April 18 11 a.m. to 2 p.m. Eastman School, Main Hall
Thursday, April 19 11 a.m. to 2 p.m. Saunders Research Building, Atrium
Monday, April 23 11 a.m. to 2 p.m. Laboratory for Laser Energetics, Cafeteria
Wednesday, April 25 11 a.m. to 4:30 p.m. Medical Center, Flaum Atrium
Tuesday, May 1 11 a.m. to 2 p.m. Memorial Art Gallery, Cutler Union/West Parlor
Thursday, May 3 11 a.m. to 2 p.m. Clinton Crossings, Building D, Second Floor Lobby
Monday, May 7 11 a.m. to 2 p.m. Saunders Research Building, Atrium
Wednesday, May 9 11 a.m. to 2 p.m. Helen Wood Hall, Evarts Lounge
Tuesday, May 15 11 a.m. to 2 p.m. Wilson Commons, Hirst Lounge
Wednesday, May 16 11 a.m. to 2 p.m. Medical Center, Flaum Atrium
Monday, May 21 11 a.m. to 2 p.m. Saunders Research Building, Atrium
Tuesday, May 22 11 a.m. to 2 p.m. Alumni and Advancement Center, Seminar Room
Wednesday, May 23 11 a.m. to 2 p.m. Wilson Commons, Hirst Lounge
Thursday, May 24
11 a.m. to 4:30 p.m. Medical Center, Flaum Atrium
Tuesday, May 29 11 a.m. to 2 p.m. Medical Center, Flaum Atrium
Wednesday, May 30 11 a.m. to 2 p.m. Helen Wood Hall, Evarts Lounge
Thursday, May 31 11 a.m. to 2 p.m. Wilson Commons, outside the Common Market