Get Investment Election Form - Union College - Union

Filling out the Investment Election Form is a vital step for users participating in the Union College Retirement Plan. This guide will provide clear instructions on how to complete the form online, ensuring you understand each section and can make informed decisions regarding your investment choices.

Follow the steps to complete your Investment Election Form successfully.

1. Click ‘Get Form’ button to access the Investment Election Form and open it in your preferred document editor.
2. Begin with the first section titled 'Defined Contribution.' Here, you will indicate how you want the College’s contribution (11% of your annual salary/wage) allocated between TIAA/CREF and Fidelity. Specify the percentage for each option provided.
3. Next, proceed to the 'Tax-Deferred Annuity' section. In this area, you have the option to reduce your salary/pay by a specific percentage or dollar amount before taxes. Check one box to indicate whether your reduction will be per pay period or annually, and allocate your contributions among the given investment options.
4. If you do not wish to make voluntary contributions at this time, complete the 'Non-Participation Election' section by indicating your decision. Note that this choice does not impact the employer's contributions.
5. Carefully review all the information you have entered to ensure accuracy. Remember, the amounts you indicate should not exceed the statutory limitations outlined in the form.
6. Once you have filled out all applicable sections, sign and date the form in the designated areas at the bottom. Your signature confirms your agreement to the terms provided.
7. Finally, save your changes, and choose whether to download, print, or share the completed form as needed.

Take the next step in managing your retirement by completing the Investment Election Form online today.