Transfers to Fidelity

You can transfer money from your Duke Faculty and Staff Retirement Plan 403(b), including any frozen accounts at TIAA or VALIC to your Fidelity account.  The value of your account at the time of transfer is based on current market value and is subject to any gains or losses.  Some annuity products have transfer restrictions. Contact Fidelity to request transfer forms.

Transfers to TIAA

You can transfer money from your Duke Faculty and Staff Retirement Plan 403(b)  to TIAA.  When you transfer money to TIAA, your money will be invested in the TIAA Traditional Retirement Account - Retirement Choice Contract.  This is the only option available through TIAA.  All other accounts and contracts are frozen at TIAA and are closed to transfers. The value of your account at the time of transfer is based on current market value and is subject to any gains or losses.  Contact TIAA at 1-800-842-2252 to request forms to transfer funds.

Frozen Accounts at VALIC and TIAA

You cannot transfer money into frozen accounts at TIAA or VALIC; however, you may transfer money from these accounts to Fidelity or the TIAA Traditional Retirement Account - Retirement Choice contract.  Please note, some annuity products have transfer restrictions.  Please also note, moving money at TIAA from any existing RA/GSRA contract to a new RC contract or an investment option on the Fidelity platform is a permanent decision. Money cannot be moved back into the RA, GRA and/or GSRA contract(s)