Together, the state of Texas and TIAA-CREF can help you prepare for a more secure retirement. Whether it's
the state's Optional Retirement Plan (ORP), an alternative to the Teacher Retirement System of Texas (TRS), or the supplemental plan for additional retirement savings, TIAA-CREF is here to make enrollment and management of your plans as easy as possible.
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Use the links below to download and print the appropriate application.
Optional Retirement Plan (ORP) Application
Tax-Deferred Annuity (TDA) Application
When completed, please return the application to TIAA-CREF at:
370 17th Street, Denver CO 80202
Or, you can fax it to TIAA-CREF at 800 914-8922.
Stephen F. Austin State University
Texas A&M University System
Texas State University - San Marcos
Texas Tech University
Texas Tech University Health Sciences Center
Texas Woman's University
University of North Texas
University of North Texas Health Sciences Center
To complete your new plan enrollment, please download the Salary Reduction Agreement
by visiting your institution's Web site listed above. Or, you can pick up and complete
a form at your HR/Benefits office.
If you currently have assets with another plan provider and would like to transfer those funds
to a TIAA-CREF plan, you can do so by completing a TIAA-CREF
Transfer/Rollover form. A Transfer/Verification
form is also required, which you can obtain from your HR/Benefits office.
There may be tax consequences associated with the transfer of assets. Indirect transfers may be subject to taxation, surrender charges, and penalties. Consult with your own tax advisor regarding your particular situation.
TIAA-CREF is among the largest and most respected financial services organizations in the world, and one of the most unique. For more than 85 years, we've been singularly focused on the financial well-being of a remarkable group of people - the faculty and staff of America's education and research communities.
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You should consider the investment objectives, risks, charges and expenses carefully before investing. Click here to view prospectuses containing this and other information or call 877 518-9161. Please read the prospectus carefully before investing.
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