Contacting Retirement Accounts Services
TIAA-CREF
National Contact Center: 1-800-842-2776
- TIAA-CREF National Contact Center can help you determine what your own needs will be in retirement and how much you should try to save to meet those needs. To speak with a consultant, call Weekdays 8 a.m. to 11 p.m. ET, Saturdays 9 a.m. - 6 p.m. ET.
Client Scheduling and Service Group: 1-800-732-8353
- To schedule a one-on-one counseling session, make an appointment online or contact TIAA/CREF directly toll free. If you cannot schedule a session on campus, their Oakland office (Rand Building, corner of Fifth Avenue and Craig Street) is always ready to serve you. The Client Scheduling and Service Group is available Weekdays 9 a.m. to 6 p.m. ET.
Web: http://www.tiaa-cref.org/carnegiemellon/
Vanguard
Vanguard Participant -Services: 1-800-523-1188
Web: http://www.vanguard.com
Plan Name: Carnegie Mellon
Plan Number: 090100
- To schedule a one-on-one counseling session, make an appointment online or call Vanguard at 1-800-662-0106, Ext. 14500.
- Vanguard's "YourCall" provides an opportunity to talk with a retirement education specialist from Vanguard over the phone. Specialists are available to speak to Carnegie Mellon employees the third Wednesday of every month. To reserve a time for YourCall, call 1-800-662-0106, extension 14629.
TIAA-CREF forms and information:
- TIAA-CREF Website for Carnegie Mellon
- TIAA-CREF Faculty and Staff Retirement Account (GRA) enrollment application (.pdf)
- TIAA-CREF Supplemental Retirement Account (GSRA) enrollment application (.pdf)
- TIAA-CREF Carnegie Mellon Investment Guide (.pdf)
- TIAA-CREF Forms Download Center
Vanguard forms and information:
- Vanguard Website
- Vanguard Enrollment & Change Form (.pdf)
- Vanguard Fund Options Site
- Vanguard Mutual Funds (.pdf)
- Vanguard Enrollment Guide with Fund Recommendations (.pdf)
- Vanguard Asset Transfer form (.pdf)
Other retirement forms:
- New Supplemental Retirement Account - Salary Reduction Agreement (.pdf) - to initiate a Supplemental Retirement Account
- Prior Retirement Plan Participation form (.pdf) - if you already have a retirement account elsewhere.
- Retirement Plan Change form (.pdf) - to switch contributions from one administrator to the other.
- 2007 SRA Limit Notification (.pdf)
- Roth 403(b) Announcement (.pdf)