Benefits FAQ: Enrolling & Making Changes
How do I change my mailing address?
Please contact your manager or payroll rep to have them submit your personal
data change requests using iForms.
Instructions for using iForms and submitting online forms are included in
documentation on the iForms Web Site. If your department has not yet begun using
iForms, please contact the iForms team immediately at
r-3@duke.edu.
How do I add/remove my spouse or children to my health care coverage?
If you experience a qualifying life event - such as a marriage, divorce, or the birth of a child - you may make changes to your health care, dental,
vision, and reimbursement account options within 30 days of the event. Any change you make must be consistent with your qualifying event. For example, if you marry you may add your new spouse to your Health Care Plan, but you may not enroll in the Dental Plan if you had not been previously participating. For more information, please see our
Life Events section.
How do I enroll in the Duke retirement plan?
Your Duke retirement plan is a 403(b) plan, which enables you to contribute
to your retirement on a tax-deferred basis. In order to enroll in the plan, you
must know how much you would like to contribute and where you would like your
contributions invested (investment carriers and funds). You may enroll online by
logging on to Retirement
Manager.
Note: Eligible biweekly paid employees do not need to enroll in the Employees'
Retirement Plan - participation begins automatically after certain conditions
are met. Biweekly paid employees may also participate in the 403(b) plan through the
Savings for Retirement Plan (see
Enroll in your Duke Retirement Plan for details on how to enroll).
How do I change the amount that I am contributing?
You may change the amount you are contributing into your 403(b) retirement
plan once per pay period. You may either contribute a percentage of your salary,
a dollar amount, or enroll in the automated maximum program. The automated
maximum program will calculate your maximum contribution for the year and adjust
your deduction amount to reach that maximum limit. You may change the amount you
are contributing by logging on to
Retirement Manager.
Note: The Employees' Retirement Plan is paid for entirely by Duke. You do not
have to contribute to this plan.
How do I contribute to a new retirement vendor?
You may contribute to a new retirement vendor once per pay period by logging
on to
Retirement Manager. How do I transfer funds between retirement vendors?
You may transfer your funds between investment carriers in your 403(b)
retirement plan by contacting the investment carriers receiving the funds
directly. For example, if you are transferring from Fidelity to AIG Retirement,
contact AIG Retirement. They will send you appropriate paperwork and instructions.
See a complete listing of all the investment funds
offered to Duke employees. View investment carrier
telephone numbers and website addresses.
How do I request a loan or withdrawal from my retirement vendor?
You may request a withdrawal from your 403(b) retirement plan by contacting your
investment carrier(s) directly. There are some restrictions on when you are eligible to withdraw the contributions that you put into the plan. Please carefully consider all your options before you withdrawal money from your retirement plan. For more information, please visit
Request a
Withdrawal or Loan.
How do I change my beneficiary information?
Generally, you need to contact your
Benefit Plan Provider to change your
beneficiary. However, Duke Human Resources maintains beneficiary forms for the
following two plans:
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