If you are investing in mutual funds, read the Intermediary Frequent Trading Policy.

We're pleased to offer you the following options for opening a TIAA-CREF account.

Open a TIAA-CREF Account by Mail
To enroll, follow these instructions:

• Download the enrollment materials below.
• Complete the fields as indicated.
• Sign the forms as needed.
• Submit the forms to:

Your Human Resources Office

• IU Retirement Plan 403 (b) employer
• IU SERP
• IU Tax Deferred Annuity Plan 403(b) employee
• IU Retirement Savings Plan 457 (b)

Note: To enroll in an IU-sponsored retirement plan, an eligible employee must complete and return the appropriate university-required forms to a campus human resources office. These forms are available at the IU UHRS website.