Enroll in or Change Your TDA
Enroll in or Change Your TDA
Job Aid for Faculty and Staff Eligible for Benefits
Last Updated: Feb 27, 2026
Contact Information
For questions about this job aid, please contact hrs-benefits@uni.edu.
Overview
This process is used to enroll or update your tax-deferred annuity (TDA) plan. Please note there are two ways to enroll in or change your TDA. Option 1 is the preferred and easiest option.
Related Job Aid
Option 1: Change Retirement Savings - Easiest/Preferred Option
Step 1: From the Menu, click the Benefits and Pay app.
Step 2: Click the Change Retirement Savings button.
Step 3: In the Benefit Event Date field, type or click the calendar icon to select the date you would like the change to go into effect.
Warning
The Benefit Event Date must be either the current date or later.
To determine if you will make the current month's payroll cutoff date, view the Payroll Calendars support page. View either the Hourly Period Schedule or the Salary Period Schedule link and the HCM Transactions & Costing Allocations Cutoff column.
Step 4: Click the Continue button.
Step 5: Click the Continue button again.
Step 6: In the Retirement Tax-Deferred Annuity Plan (TDA) tile click the Enroll button (6a) if enrolling for the first time or click the Manage button (6b) if making a change or waiving.
Step 7: For more information about each plan, read the information on the right side of the page under General Instructions and then click on the Benefit Plan links in the table on the left.
Step 8: You have two options, please read the following two bullets carefully:
To newly enroll or change your TDA amount, select your plan by clicking Select next to your desired plan. Then click the Confirm and Continue button. Proceed to Step 9.
Option 1: Step 8 Enroll or Change Your Contribution (Select)If currently enrolled and you wish to discontinue contributions, click the Waive option. Then click the Confirm and Continue button. Proceed to Step 11.
Option 1: Step 8 Waive Your Contribution
Step 9: Click in the Pay Paycheck Contribution ($) field and enter your monthly contribution amount. The IRS imposes contribution limits, so this must be factored into this decision. These amounts are listed on the right side of the page (see Option 1: Step 7 image).
Support
The amount elected is a per paycheck contribution amount.
Step 10: Click the Save button.
Step 11: Click the Review button.
Step 12: Review your selection(s) again.
Step 13: Click the Submit button.
Step 14: Click the View Retirement Elections button or click the Done button.
Support
Once the employee submits the benefit event, the Benefits Team reviews and approves the request, and the changes take effect as of the applicable effective date.
Option 2: Change Benefits - Selecting a TDA Change Event
Step 1: From the Menu, click the Benefits and Pay app.
Step 2: Click the Change Benefits button.
Step 3: In the Change Reason field, select the I am Enrolling in or Changing My Tax-Deferred Annuity (TDA).
Warning
Refer to the instructions along the right side of the screen for additional information. Read carefully.
Step 4: In the Benefit Event Date field, type or click the calendar icon to select the date you would like the change to go into effect.
Warning
The Benefit Event Date must be either the current date or later.
To determine if you will make the current month's payroll cutoff date, view the Payroll Calendars support page. View either the Hourly Period Schedule or the Salary Period Schedule link and the HCM Transactions & Costing Allocations Cutoff column.
Step 5: Click the Submit button. This will create a new task and they system will return you to the Benefits and Pay Overview screen.
Step 6: Click the Enroll button under Needs Attention or click the Open button in the dialogue box.
Step 7: Read the instructions then click the Let's Get Started button.
Step 8: In the Retirement Tax-Deferred Annuity Plan (TDA) tile click the Enroll button (8a) if enrolling for the first time or click the Manage button (8b) if making a change or waiving.
Step 9: For more information about each plan, read the information on the right side of the page under General Instructions and then click on the Benefit Plan links in the table on the left.
Step 10: You have two options, please read the following two bullets carefully:
To newly enroll or change your TDA amount, select your plan by clicking Select next to your desired plan. Then click the Confirm and Continue button. Proceed to Step 11.
Option 2: Step 10 Enroll or Change Your Contribution (Select)If currently enrolled and you wish to discontinue coverage, click the Waive option, then click the Confirm and Continue button and proceed to Step 13.
Option 2: Step 10 Waive Your Contribution
Step 11: Click in the Pay Paycheck Contribution ($) field and enter your monthly contribution amount. The IRS imposes contribution limits, so this must be factored into this decision as well. These amounts are listed on the right side of the page (see Option 2: Step 9 image).
Support
The amount elected is a per paycheck contribution amount.
Step 12: Click the Save button.
Step 13: Click the Review and Sign button.
Step 14: Review your selections again.
Step 15: Scroll down and read the Legal Notice.
Step 16: Check I Accept.
Step 17: Click the Submit button.
Step 18: Click the Benefits Statement button or click the Done button.
Support
Once the employee submits the benefit event, the Benefits Team reviews and approves the request, and the changes take effect as of the applicable effective date.