TIAA – 403(b) Pension Open Enrollment Process to Change Contribution Amounts

During open enrollment, it is common to make changes to your voluntary pension accounts. Our plan allows changes twice within a calendar year.

To check you current bi-weekly voluntary contribution amount please visit the ‘NEW’ Benefit Overview tab located in PeopleSoft HR on your homepage. This tab will show you what your current deductions are, CU paid benefits and what benefits you have waived/terminated.

If you would like to increase, decrease or start a voluntary supplemental pre-tax or ROTH post-tax contribution please complete one of the following forms. Once complete please email them to clarksonhr@clarkson.edu.

• Supplemental Pre-tax
• ROTH Post-tax

Important Note – Please indicate on the form(s) what effective date you would like the change to begin.

Ex: To start immediately, use the date you are completing the form.

Ex: To start for Fiscal Year 2020-2021, use the date of 6/14/2020 (1^st day of the fiscal year).

If you have any questions please email clarksonhr@clarkson.edu or call 315.268.2222.

Thank you,

Human Resources