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The University of Oklahoma Human Resources Website

Changes in Name and Address

  1. Change your address with the university through Employee Self-Service.
  2. Contact your Retirement Vendor.
Retirement Company Address Change Name Change
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.