| Retirement
Forms There
are four forms for both the Retirement Plan and Supplemental Retirement and Savings
Plan. However, different situations determine which forms need to be completed. Review
the list below and decide which scenario you fall under to see which form(s) you
must complete for the Retirement Plan and/or the Supplemental Retirement and Savings
Plan. If you already know which form(s) you must complete, choose one of the forms
to the left. To
view or print any of the documents in the Forms/Print Library, you will need the
Adobe Acrobat Reader program. If you do not already have Adobe Acrobat, you can
download it to your computer from Adobe's Internet site. To do so, please visit
the Adobe Acrobat Help Page.
| Your
Scenario | Forms
You Must Complete | |
You are enrolling
in the Boston University Retirement Plan or the Supplemental Retirement and Savings
Plan for the first time. Note:
Please read the TIAA/CREF Prospectuses prior to completing a TIAA/CREF application. |
|
You are already
participating in the Supplemental Retirement and Savings Plan and wish to change
the amount of your contribution.
| |
| You
are already participating in the Boston University Retirement Plan or the Supplemental
Retirement and Savings Plan and wish to direct contributions from Fidelity to
TIAA/CREF or vice versa. Note:
Please read the TIAA/CREF Prospectuses prior to completing a TIAA/CREF application.
| |
| You currently
are not participating in the Boston University Retirement Plan or the Supplemental
Retirement and Savings Plan (and wish to reinitiate participation) but have existing
accounts with Fidelity and/or TIAA/CREF through Boston University.
| |
You wish to change
your beneficiary designation for the Boston University Retirement Plan or Supplemental
Retirement Savings Plan.
| |
You are no longer
a BU employee and wish to withdraw your funds or transfer to another 403(b) or
IRA.
| | | 
