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You may change your investment elections anytime at no charge. To change your elections:
 | Within an Investment Company - You may transfer existing accumulations or change your allocation of future contributions among investment funds within TIAA-CREF or Vanguard simply by contacting the investment company. Keep in mind, however: TIAA requires that transfers from the TIAA Retirement Annuity be made over a 10-year period. The minimum transfer from the TIAA Retirement Annuity is $10,000 or, if you have less than $10,000 in accumulations, the balance of your accumulations.
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| Between Investment Companies - You may change your allocation of future contributions between TIAA-CREF and Vanguard by completing the CRP Change of Contribution Allocation form. You also may transfer existing accumulations between TIAA-CREF and Vanguard by completing the appropriate asset transfer form. If you are electing a new investment company, you will need to complete that investment company’s enrollment form. All forms are available in the Benefits Office. Remember, transfers from the TIAA Retirement Annuity are restricted. |
CRP is intended to constitute a plan described in Section 404(c) of ERISA. This means that CRP fiduciaries, including the University, will be relieved of liability for any losses which are the direct and necessary result of investment instructions given by you or your beneficiary. Accordingly, it is important that you review all available materials to ensure that your investment decisions meet your personal investment objectives. You also may want to consult your investment or financial advisor to assist you in making your investment decisions.
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