Get Retirement Plan Allocation Change Form - University Of Nebraska - Nebraska

Filling out the Retirement Plan Allocation Change Form is a crucial step for employees at the University of Nebraska who wish to adjust their retirement plan contributions. This guide will help you navigate each section of the form online with clarity and ease.

Follow the steps to complete your form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your employee information. Begin by entering your name, University ID number, campus address, campus phone number, and email address in the designated fields.
3. Specify your allocation election by indicating the percentage of contributions you want designated for TIAA-CREF and Fidelity. Ensure that the total adds up to 100%, with allocations expressed in whole percentages.
4. Confirm that you have completed the online account application on the TIAA-CREF and/or Fidelity Investments website by checking the corresponding box.
5. Enter the effective date for your new allocation. This signifies when your new designation will begin.
6. Sign the form to authenticate your submission. Include the date on which you are signing.
7. Once you have completed all the fields, save your changes, and decide on the next action — whether to download, print, or share the form, as required. Ensure that it is submitted to your Campus Benefits Office.

Complete your Retirement Plan Allocation Change Form online today to ensure your contributions are accurately attributed.