Investment Companies and Funds

The University of Michigan partners with TIAA and Fidelity Investments to offer investment services for all retirement savings plan options. Please note: TIAA and Fidelity Investments are the only financial investment companies officially associated with the University of Michigan.

Contact TIAA and Fidelity Investments for these inquiries and services:

  • Questions/help choosing a fund

  • Account and income information

  • Brochures and booklets on services and financial planning

  • Change of address

  • Change your Personal Identification Number (PIN)

  • Divorce, Qualified Domestic Relations Order (QDRO)

  • Forms for cash withdrawal, rollovers, transfers, income options

  • Income and payment methods (lifetime annuity, cash out, interest)

  • Schedule individual counseling; register for workshops

  • Tax questions (withdrawal penalty, minimum distribution, federal withholding)

  • Transferring between funds and between TIAA and Fidelity

  • Verify or change beneficiary