YourRFBenefits
Optional Retirement - Make Account Changes

Contribution Amount Changes

You may change the amount of your salary reduction at any time by completing a new Salary Reduction Agreement Form. Any change you make will be effective only with respect to salary earned after receipt of the Salary Reduction Agreement Form by your Campus Benefits Office. 

 

  

Name or Address Changes

Once you have informed your RF campus Benefits Office of your new name and/or address, please contact TIAA-CREF to change this information directly with them as well. 

 

You can change your address online by visiting www.tiaa-cref.org/rfsuny ; however, you must call directly at 1-800-842-2252 or use the TIAA-CREF Notice of Change of Name Form to change your name. 

 

 

Terminate Participation in Optional Retirement

To terminate your participation in the plan, the new agreement should indicate zero as a deduction. Other times a salary reduction agreement will terminate or change are:

  • If you are not actively employed by the RF at the end of the calendar year, your Salary Reduction Agreement will be terminated. If you choose to defer salary in a subsequent year, you are required to complete a new Salary Reduction Agreement Form.
  • If you terminate employment or have a leave of absence during the calendar year and you return to employment prior to the end of the calendar year, the same reduction amount will resume. If you do not want the salary reduction to resume, a new Salary Reduction Agreement indicating zero as a deduction must be submitted to your campus benefits office.

 

 


 

Optional Retirement

   
 

 

Contact your campus benefits office for more information.

 
Copyright 2013 Research Foundation of SUNY