Change Your Name & Address
Before you retire
, change your address with the university by logging in to Employee Self-Service
and change your name by contacting employee records
. HR will automatically share your information with the retirement companies.
After you retire, contact Human Resources to change your name or address. Then, follow the directions below to make changes with the retirement companies directly.
Complete the Name/Address Change Form available on the OTRS website and return the completed form to OTRS.
Retirees or terminated employees should call Fidelity at (800)-343-0860 to request a name or address change. When you call Fidelity about a name change, they will send you the required forms. Return the completed forms and required documentation to Fidelity.
Log in to the TIAA-CREF website or call (800)-842-2733. Address changes can be made over the phone. When you call TIAA-CREF about a name change, they will send you the required forms. Return the completed forms and required documentation to TIAA-CREF.
Change Your Investment Funds & Amounts
In the Voluntary Retirement Savings Plans and the 401(a) defined contribution plans (both the OU Contributory Retirement Plan and the OU Retirement Plan), you can change the investment funds and the amounts you have invested in each fund by logging in to Fidelity NetBenefits
To make changes to investments with TIAA-CREF, log in to the TIAA-CREF website (www.tiaa-cref.org
) or call 1-800-842-2733.