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Rollover your previous University Account to Fidelity or TIAA CREF:

Step 1:

You should have already filled out and submitted your Salary reduction agreement (403b or 457b) or ARP Vendor Change Form (ARP) in the previous step.

*Make sure you submit this form to HR asap so that no more contributions go into your old account and you end up having to do this process twice.

 

Step 2:

Request the rollover paperwork from your previous account provider:

AXA Equitable:
  • 403b & 457b Accounts:
    • Call Equi-Vest – 1-800-628-6673
    • Ask them for the “Contract Exchange” (403b) or “Transfer” (457) paperwork.
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will email, fax, or mail the form to you.
  • ARP Accounts:
    • Call Chad Nyitray- 1-734-213-2145
    • Ask them for the “In-Service Transfer” form.
      • They may ask you if you’re still employed, you’ll say yes that you are transferring to a like plan with another provider, and that you’ve already submitted you Vendor Change Form.
    • They can/will email, fax, or mail the form to you.
ING:
  • ARP, 403b & 457b Accounts:
    • Call – 1-800-262-3862
    • Ask them for the “Contract Exchange” (403b) or “Transfer” (457 & ARP) paperwork.
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will email, fax, or mail the form to you.
Lincoln:
  • ARP, 403b & 457b Accounts:
    • Call – 1-800-454-6265
    • Ask them for the “Contract Exchange” (403b) or “Transfer” (457 & ARP) paperwork.
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will email, fax, or mail the form to you.
Metlife:
  • ARP, 403b & 457b Accounts:
    • Call – 1-800-233-3591
    • Ask them for the “Contract Exchange” (403b) or “Transfer” (457 & ARP) paperwork.
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will email, fax, or mail the form to you.
Nationwide:
  • ARP, 403b & 457b Accounts:
    • Call – 1-800-848-6331
    • Ask them for the “Contract Exchange” (403b) or “Transfer” (457 & ARP) paperwork.
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will email, fax, or mail the form to you.
Ohio Deferred Compensation:
  • 457b Accounts:
    • Call – 1-877-644-6457
    • Ask them for the “Transfer” paperwork.
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will mail the form to you.
VALIC/AIG:
  • ARP, 403b & 457b Accounts:
    • Call – 1-800-428-2542
    • Ask them for the “Contract Exchange” (403b) or “Transfer” (457 & ARP)
      • They may ask you if you’re still employed and you’ll say yes that you are transferring to a like plan with another provider.
    • They can/will email, fax, or mail the form to you.

 

Step 3:

Once you receive the paperwork then you need to fill it out. You should know most of the information to complete this form except the information of your new provider which you may gather below:

  • Fidelity:
    • Make the check payable to “Fidelity FBO Your Full Name
    • Mail to: Fidelity Investments, PO Box 770002, Cincinnati, OH, 45277-0090
    • Account number: Fidelity just uses your social security number as your account number.
  • TIAA-CREF:
    • Make the check payable to “TIAA-CREF FBO Your Full Name
    • Mail to: TIAA-CREF, PO Box 1260, Charlotte, NC 28201-1260
    • Account number: You may put your social security number or you can log into your account or call TIAA-CREF to get your actual account number: 1-800-842-2252.

If you get stuck and need help, call us at (614) 441-9605 and we’ll help you complete the form.

Step 4:

Next you will need to submit your transfer form back to us so we can make sure it is completed correctly and can forward to the applicable parties to finalize your transfer :

  1. Upload it into the “Shared Documents” folder in your rFPW.
  2. Attach and Email it.
  3. Fax it to us: (614) 441-4150.
  4. Mail it to us: 540 Officenter Place, Suite 286, Gahanna, OH 43230

Step 5:

Monitor for any phone call or letter from the old provider that indicates that they need additional information or that they have rejected your transfer. We will let you know as soon as TIAA-CREF or Fidelity receives the transfer, which will mark the successful conclusion of the process. You will then be able to see your funds in your new account on your rFPW – Login Here.

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