Online Enrollment Instructions for TIAA and Your 403(B) Retirement Plan

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Online Enrollment Instructions for TIAA and Your 403(B) Retirement Plan

Online Enrollment Instructions for TIAA and Your 403(b) Retirement Plan

No matter where you are in life, TIAA focuses on you and your financial future You can receive:

 Advice and education from experienced consultants, customized to your goals  Information on investment options in your retirement plan  Online access to interactive tools and calculators to help you plan for retirement

Enrolling online is easy. All you need is:

 Your Social Security Number  Your beneficiary’s Social Security Number, birth date and address, if possible  The plan’s access code provided by your employer. o Defined Contribution Plan: 406793 o Supplemental Plan: 406794

You can enroll online in just a few minutes:

1. Go to www.TIAA.org/enrollnow 2. From the Welcome to Enrollment with TIAA page, you will have two options: o If you are a first-time user: Click Register with TIAA to create your user ID and password o If you are a returning user: Enter your TIAA user ID and click Log In 3. Follow the prompts and print out the confirmation page. You are now enrolled.

Once you have gained access to your account, you will be able to review your investment options and choose allocations.

Need Investing Advice?

Graystone Consulting is a local resource available to participants (at not cost) to provide asset allocation guidance and retirement planning. Graystone Consulting is committed to conflict-free objective investment advice, open-architecture money management platform, and full disclosure and transparency.

Address: 111 N. Washington St. Green Bay, WI 54301

Contacts: Becky McCormick [email protected] (920) 436-5612 Corey Coonen [email protected] (920) 433-6513

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