Actions to take when you are already invested in a 403(b).

Ready to Enroll

Enrolling in the Bosque School Defined Contribution Retirement Plan is easy. You can enroll at the Business Office, or you can enroll online. Either way you will need the following information:

  • Plan Access Code: 386576
  • Social Security number
  • Beneficiary Social Security number, birth date and address
  • A completed Salary Reduction Agreement (download or get from Business Office).
  • Investment selections (see Investment Essentials to learn more about choosing investments).

TIAA-CREF has a wealth of planning tools and services available including access to TIAA-CREF Financial Consultants. Once you have enrolled in the Plan and established a TIAA-CREF account, you can learn more about these services from the "Advice & Planning" tab.

To speak to a TIAA-CREF representative Monday through Friday, 8am to 10pm (EST), and Saturday, 9am to 6pm (EST), call 800-842-2252.

Enroll Online

  1. Go to tiaa-cref.org/myretirementplan, enter the Plan Access Code: 386576 and click "Submit."
  2. Select "Bosque School 403(b) DC Plan"
  3. Select "Enroll Now" at top
  4. Select "386576 — Bosque School 403(b) DC Plan"
  5. If you are a first-time user select "Register with TIAA-CREF" to create a User ID and Password. If you have an established TIAA-CREF User ID and Password, enter this information
  6. Follow on-screen directions to complete enrollment application
  7. At allocation screen, click on any investment choice to view its fact sheet
  8. Your contribution should begin the first paycheck of the next month

TIAA-CREF has a wealth of planning tools and services available including access to TIAA-CREF Financial Consultants. Once you have enrolled in the Plan and established a TIAA-CREF account, you can learn more about these services from the "Advice & Planning" tab.

To speak to a TIAA-CREF representative Monday through Friday, 8am to 10pm (EST), and Saturday, 9am to 6pm (EST), call 800-842-2252.

A beneficiary is the person or persons you designate to receive the proceeds of an investment upon your death. You will have an opportunity to select your beneficiary or beneficiaries upon enrollment. You can make changes to this designation through the TIAA-CREF website. Log in and go to the "My Profile" section.

To speak to a TIAA-CREF representative Monday through Friday, 8am to 10pm (EST), and Saturday, 9am to 6pm (EST), call the Enrollment Hotline at 800-842-2888. You may also call 800-842-2252.

You can allocate investments yourself or you can get help from TIAA-CREF.

Do It Yourself

Log in to your account if you have already enrolled and established a User ID and Password. If you have yet to do this, see the "Enroll Online" information above. Once online you can select and allocate investments from the "Manage My Portfolio" tab.

TIAA-CREF Help

TIAA-CREF has a wealth of planning tools and services available including access to TIAA-CREF Financial Consultants. Once you have enrolled in the Plan and established a TIAA-CREF account, you can learn more about these services from the "Advice & Planning" tab.

To speak to a TIAA-CREF representative Monday through Friday, 8am to 10pm (EST), and Saturday, 9am to 6pm (EST), call 800-842-2252.

Bosque School does not accept transfers.

If you wish to keep your retirement money at the same investment company, you may move money from a previous employer to a TIAA-CREF rollover IRA. Contact TIAA-CREF for more information. You can call 800-842-2888 Monday through Friday, 8am to 10pm, and Saturday, 9am to 6pm (EST) to learn more.