TIAA 403b Retirement Plan

TIAA Retirement Plan Forms

Authorization for Payroll Reduction (use this form to set or change the percent you invest)
Current Fund Performance
Supplemental Tax-Deferred Annuity Plan (TDA or Supplemental) TIAA Plan Profile

Frequently Asked Questions:

What if I'm already contributing 3% and want to contribute more?

If you are currently contributing 3% into the 403(b) and getting the 6% George Fox University match. You can begin contributions to the supplemental tax deferred annuity retiree plan (TDA) up to to maximum annual amount, listed on the bottom of the Authorization for Payroll Reduction (enrollment form). You may use either a percentage of your gross wages or specific dollar amount for the monthly contribution amount. You may change the amount for the supplemental contribution prospectively at any time by completing and submitting a new form.

How much can I contribute to the supplemental tax deferred annuity plan?

You elect the amount you want to contribute each month in your supplemental TDA plan, up to the maximum allowed. We don't automatically increase your contributions when you become eligible for the catch up contributions. The normal and additional catch up limits are listed on the bottom of the Authorization for Payroll Reduction (election form). Your 3% contribution does not count towards the maximum, since it is considered a mandatory contribution.

Can I stop my 3% contribution with 6% match?

Once you become eligible for this benefit and begun contributions in the 403(b) plan with employer match it becomes a mandatory contribution, so can not be modified or canceled as long as you remain a benefit eligible employee.

How do I make an appointment with TIAA?

Individual consulting appointments are available at the TIAA office (near Washington Square) or on campus on a quarterly basis. These appointments can help you get answers to these questions and more:

Am I invested in the right mix of investments to help meet my goals?
Am I saving enough to create the retirement income I need?
How do I take income from my retirement account once I stop working?
How do I plan for short-term goals such as saving for a house or education expenses?
How do I manage debt, save money and balance various financial priorities at the same time?

To schedule your one-hour appointment, click on this link.

You can also visit Advice and Guidance to access online tools and resources that can help you stay on track and save even more for retirement.

You can access your account online: use the TIAA microsite.
Telephone Counseling Center: 800-842-2776