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 University of Southern Indiana retirement plan.

You must complete the following forms in order to enroll:

• A Salary Reduction Agreement allows automated, pre-tax contributions from your paycheck directly to your specified plans. Click the link(s) below to download and complete the SRA for your chosen plan:
• Voluntary Salary Deferral Agreement

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:

• University of Southern Indiana Defined Contribution Retirement Plan
• University of Southern Indiana Tax-Deferred Annuity Plan
• University of Southern Indiana Deferred Compensation 457(b) Plan

To enroll using the paper form, follow these instructions:

• Click the link(s) below to download the enrollment materials:
• University of Southern Indiana Defined Contribution Retirement Plan
• University of Southern Indiana Tax-Deferred Annuity Plan
• University of Southern Indiana Deferred Compensation 457(b) Plan
• Complete the fields as indicated
• Sign the forms as needed
• Submit the forms to:
  

  Benefits Office 8600 University Blvd. Evansville, IN 47712-3534