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Human Resources: Illinois State University

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Tax Deferred Annuity

Investment Calculator

TDA Vendors (external links)

Fidelity Investments

TIAA-CREF

Tax Deferred Annuity / 403(b) Vendors

vendors Contact Information

The following is contact information for the Tax Deferred Annuity vendors. A link to their website along with representative name and contact information is provided.

Fidelity Investments

  • Website
  • For an enrollment kit call (800) 343-0860.
  • For a consultation call Jim Stair (James.Stair@FMR.com) at (312) 315-1781.

TIAA-CREF

  • Website (Use code 103381 when enrolling online)
  • For an enrollment kit call (800) 842-2888.
  • For a consultation call Patrick Windle (pwindle@tiaa-cref.org) at (800) 842-2005 (Ext. 5666).

 

Once you have chosen your Tax Deferred Annuity Vendor, complete the ISU payroll deduction agreement that is available on the Human Resources website here. Please complete the form and then mail it to Human Resources, Campus Box 1300.