Nevada System Of Higher Education Med-Res/post Doc Retirement Plan Company Allocation Instructions Form printable pdf download

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NEVADA SYSTEM OF HIGHER EDUCATION

MED-RES/POST DOC RETIREMENT PLAN

COMPANY ALLOCATION INSTRUCTIONS

NAME: __________________________________

EMPLOYEE ID NUMBER: _____________________

CAMPUS/DEPT: __________________________

DATE OF HIRE: ______________________________

DEPT. PHONE #: ___________________ MAILSTOP: __________ CHANGE EFF DATE: _______________

Under the Nevada System of Higher Education (NSHE) Defined Contribution Retirement Plan, you may allocate the

retirement contributions to any of the companies listed below. You may choose up to three options. Contributions to

any company chosen must be at least 25% of the total amount, and when combined with all other companies

must equal 100%. Percentages must be whole numbers, not fractions. If you are a new faculty member, you must

make an allocation decision at the time of hire. If you do not make an allocation decision, your contributions will be

placed into an age appropriate AIG Account by default. If you are a current employee, you may change your

allocation percentages among companies, and add or delete companies as often as you wish simply by completing this

form and the appropriate enrollment application (if joining a new company). For new and existing faculty, if you do

not complete an enrollment form for the company you’ve chosen, you will be defaulted to an age appropriate

fund with your chosen company. Changes are effective on the first day of the month immediately following receipt of

your request.

MY ALLOCATION DECISION/S ARE:

TIAA-CREF

AIG

FIDELITY

______ % of total

If you are a new employee, a completed application form for each company selected must accompany this document. If

you are a current employee, a completed application form for each new company selected must accompany this

document. If you are only changing allocations among your existing companies, but not adding a new company, no

company application form is needed. I AM:

_____ MAKING AN INITIAL ALLOCATION (an application for each company selected is attached)

_____ ADDING ONE OR MORE COMPANIES (an application for each new company selected is attached)

_____ CHANGING THE PERCENTAGES ALLOCATED AMONG MY EXISTING COMPANIES

Once you have made your company allocations, you can choose from a variety of funds within each company. These

fund choices can be established and changed at any time and in any manner each company permits. To execute changes

in allocation among funds within a company, or transfer existing accumulations of contributions among companies, you

must directly contact the appropriate company representative.

This document only establishes or changes the

percentage of future monthly retirement contributions allocated among the three companies

CERTIFICATION:

I certify that I have received information about all three companies. I further certify that NSHE has made no

representation as to appropriateness of any allocation; the allocation decision above was solely my own.

_____________________________________________

_____________________________

Signature

Date

FORWARD COMPLETED INFORMATION TO:

UNLV Human Resources

Mailstop 1026

4505 S Maryland Pkwy

Las Vegas, NV 89154-1026

Nevada System Of Higher Education Med-Res/post Doc Retirement Plan Company Allocation Instructions Form

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