Rollover your University Account to rF
Fill out and submit your Salary reduction agreement (403b or 457b) or ARP Vendor Change Form (ARP).
*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.
Request the rollover paperwork from your previous account provider.
Ohio Deferred Compensation:
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:
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.
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.
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:
Fax it to us: (614) 441-4150.
Mail it to us: 540 Officenter Place, Suite 286, Gahanna, OH 43230
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.