Office of Human Resources - Benefits
Related Links
NEED MORE INFO? |
ORP Investment Companies |
Fidelity Investments |
www.mysavingsatwork.com/azorp Retirement Services | 800.343.0860 Local Rep | Damond Petersen |
480.284.1847 |
TIAA-CREF |
www.tiaa-cref.org/azus Local Rep | Donna Fitch |
602.553.7709 Local Rep | Nicholas Hileman |
602.553.7777 |
VALIC |
www.VALIC.com/enroll Client Service Professional | 800.448.2542 Local Rep/Tempe | Scott Christian |
800.892.5558, x88026 Local Rep/Tempe, Poly & SkySong | Greg Moss Local Rep/West & Downtown | Bridgette Gavagan |
Optional Retirement Plan
How To Change Investment Companies
Step 1: Select AN Optional Retirement Plan
- Read the Optional Retirement Plan Guide reviewing each investment company’s highlights and investment options.
- Understand Investment Fees and Expenses involved in investment company’s product offerings.
- Contact investment company representatives if necessary to gain additional information to assist with making your decision.
- Select your ORP investment company and outline your investment allocations.
Step 2: Complete THE Election
of Retirement Option Form
PRINT OUT, COMPLETE and MAIL the Election of Retirement Option Form to:
ASU HR Benefits Office
PO Box 875612
Tempe, AZ 85287-5612
OTHER OPTIONS
CAMPUS MAIL | Campus Mail Code 5612
FAX | 480.993.0008
NOTE: You must check the OPTIONAL CARRIER CHANGE box located in the upper right hand corner of the Election of Retirement Option Form. Your requested change will take place in the first available pay period following receipt of your Election of Retirement Option Form and Human Resources verification of account with the ORP investment company of choice.
Step 3: Complete the Online Account Enrollment
with the Investment Company Selected
Use the web links in the box at right to establish your account with the investment company of your choice. Please note the plan ID code listed, because you will need it to register.
NOTE: If you already have an active ORP account under ASU/UA/NA or the Arizona Board of Regents with the investment company you are electing, you will not need to establish an account online enrollment system; however, you must complete Step 2 above. You are encouraged to contact the investment company to ensure your address, beneficiary information and investment allocations are current.