TIAA

TIAA Website

Retirement Planning Brochures
 
Online Advice & Planning Tools

Investment and Enrollment Information

TIAA ROTH Option

Consultations & Seminars

Forms:

TIAA Supplemental Retirement Eligibility Memo and Forms:
     -  Supplemental Retirement Eligibility Memo to Part-time Faculty/Staff and Temporary Employees
     -  Defined Contribution Plan Waiting Period Waiver Form
   

TIAA Beneficiary Form

TIAA On-Line Application (Online enrollment or paper application enrollment is available on this site.  If you need assistance with the online enrollment process, please call TIAA at 800-842-2252.)

TIAA Agreement for Salary Reduction Under Section 403(b)

Summary Plan Descriptions:

TIAA Summary Plan Description - Defined Contribution Plan
TIAA SPD - Defined Contribution Plan 2013 Amendment (Please attach to original)
TIAA SPD - Defined Contribution Plan 2009 Amendment (Please attach to original)
TIAA Summary Plan Description - Tax Deferred Annuity Plan
Summary of Materials Modification - Elon University's Defined Contribution & Tax Deferred Annuity Plans effective 1/1/13 & 1/1/14
Worker, Retiree and Employer Recovery Act of 2008 (WRERA) Summary of Materials Modification

Summary Annual Reports:

Defined Contribution Plan 2010 Summary Annual Report
Defined Contribution Plan 2011 Summary Annual Report
Defined Contribution Plan 2012 Summary Annual Report
Defined Contribution Plan 2013 Summary Annual Report
Defined Contribution Plan 2014 Summary Annual Report
Tax Deferred Annuity Plan 2010 Summary Annual Report
Tax Deferred Annuity Plan 2011 Summary Annual Report
Tax Deferred Annuity Plan 2012 Summary Annual Report
Tax Deferred Annuity Plan 2013 Summary Annual Report
Tax Deferred Annuity Plan 2014 Summary Annual Report

Important Notices:

Elon University Defined Contribution & Tax Deferred Annuity Plan Qualified Default Investment Alternative (QDIA) Annual Notice

Qualified Default Investment Alternative (QDIA) Fact Sheet

TIAA Electronic Delivery:

What is available through electronic delivery?
You can view prospectuses, account statements and many other documents—all online. If you haven't already requested electronic delivery for all of these documents, be sure to sign up today. Simply log in to your account from the TIAA home page, and go to Profile & Settings, then Contact Information and eDelivery Preferences to select the documents you'd prefer to view online.  If you need a paper copy, please contact TIAA.  

Have questions or need more information?
Contact Customer Service at 1 800 842-2252 Monday to Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m. (ET)

For more contact information, click here.