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

We are pleased to offer you the following options to enroll in your Trinity University retirement plan.

Online enrollment is the fastest and easiest way to enroll. Before you enroll, have the following information available:

• Your investment allocations, which you select from your investment choices
• Your Social Security number
• Your beneficiary's Social Security number, birth date and address

To enroll in a plan online, click the plan name below:

• Trinity University Retirement Plan
• Trinity University TDA Plan

To enroll using the paper form, follow these instructions:

• Click the link(s) below to download the enrollment materials:
• Trinity University Retirement Plan
• Trinity University TDA Plan
• Complete the fields as indicated
• Sign the forms as needed
• Submit the forms to:
  

  Trinity University Office of Human Resources

NOTE: For online enrollment information for the Retirement Plan, please contact your H/R Benefits office. 

 

To enroll in the TDA plan, you need to fill out a Salary Reduction Agreement form. You can obtain this form in your H/R Benefits office.