
|
Changes in Name and Address
- Change your address with the university through Employee Self-Service.
- Contact your Retirement Vendor.
| OTRS |
Employee completes a new OTRS Form 1A application marking the address box. |
Employee completes a new OTRS Form 1A application marking the name change box. |
| ING |
Employee can contact ING and make the change by phone. |
Employee writes a letter to ING providing the company your new name, old name, SSN, and the reason for change. Include copy of legal documentation, such as a marriage license or signature guarantee. |
| Fidelity |
Employee can contact Fidelity and make the change by phone. |
Employee writes a letter to Fidelity providing the company your new name, old name, SSN, and the reason for the change. Include copy of legal documentation, such as a marriage license or signature guarantee. |
| TIAA-CREF |
Employee can contact TIAA-CREF and make the change by phone. |
Employee calls TIAA-CREF and requests a Name Change form. TIAA-CREF will mail appropriate form to employee. |
| Vanguard |
Employee writes a letter to Vanguard requesting an address change. |
Employee writes a letter to Vanguard providing the company your new name, old name, SSN, and the reason for change. Include copy of legal documentation, such as a marriage license or signature guarantee. |
| Social Security Administration |
Not required until retirement benefits are received. |
Employee must complete another application. Call 1-800-772-1213 to request form. Applications must include legal documentation of name change. |
|