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i_spacer.gif i_spacer.gif i_spacer.gif   - UTSaver TSA 403(b) i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif     - UTSaver DCP 457(b) i_spacer.gif i_spacer.gif
Fund Performance
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Help
Glossary of Terms
Excel Version
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Office of Employee Benefits

702 Colorado St.
Suite 2.100
Austin, TX. 78701
(512) 499-4616
FAX: (512)499-4620

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Your Accounts

Transfer Funds

 

You may transfer some or all of your existing retirement balances between providers by following the below instructions.

  • Choose your provider(s) from the list of authorized providers and make your investment fund selections.
  • Complete a Transfer Verification Form for each provider surrendering or receiving funds.
  • Contact the receiving provider's representative and your Benefits Office for processing.

NOTE: If you want to direct future retirement contributions to a new provider, please click on the appropriate Enroll/Change link.