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University Human Resource Services

Indiana University
Benefits Change Connection

Retirees
IU Retirement Plan

Upon termination of employment, a participant may:

Upon termination of employment, a participant must:

  1. Handle all transactions, including withdrawals and rollovers, directly with the investment company.
  2. Continue to direct the investment of the Plan account.
  3. Notify the investment company of any name/address change.
  4. Notify the investment company of any beneficiary change.
  5. Begin to receive minimum required distributions on or before the required beginning date.

 

Publications

IU Retirement Plan
  - Highlights (PDF)
  - Booklet (PDF)

Participant Rights and Responsibilities Upon Transfer or Termination