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Enroll in the plan

Congratulations on deciding to enroll in the Texas A&M retirement plan!

Get started

Once you know how much you want to save and where you want to invest your savings, it’s time to enroll in your retirement plan. Enroll in your Texas A&M Retirement Plan by using the enrollment form designated for your plan. 

After completing your form, deliver one copy to the Texas A&M Human Resources payroll office and mail one copy to Lincoln Financial at:

Lincoln Financial Group
Attention – LRSC
P.O. Box 7876
Fort Wayne, IN 46801

You can also fax your form to: LRSC at 260-455-9975; or email your Lincoln Representative.

Additional information about the Texas A&M Retirement Plan 

Texas A&M University System Optional Retirement Program (ORP)

The Texas A&M University System Tax-Deferred Account Program (TDA)

Texas A&M policy requires that enrollment materials be submitted by the middle of the month prior to the pay period you would like to begin making contributions. For instance, forms for the January pay period(s) must be received by the end of December.

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Manage your account online

It's time to take charge of your retirement! Get started today by registering for online account access.

Learn more.

Get help with your account

  • Reallocate your balance or update investment elections by logging onto your account at  LincolnFinancial.com . Go to View My Investments and follow the instructions for changing your investments. If you have elected a portfolio, it may automatically rebalance for you. Contact your Lincoln Financial representative if you have questions.
  • Update your primary and contingent beneficiary designations by completing the enrollment form in your plan’s enrollment kit. 

Have additional questions about your Texas A&M Retirement Plans? Call our Customer Service Center at 800-234-3500 or set up a meeting with a Lincoln Financial retirement representative.
 

Mutual funds in the Lincoln Alliance® program are sold by prospectus. An investor should carefully consider the investment objectives, risks, and charges and expenses of the investment company before investing. The prospectus and, if available, the summary prospectus contain this and other important information and should be read carefully before investing or sending money. Investment values will fluctuate with changes in market conditions, so that upon withdrawal, your investment may be worth more or less than the amount originally invested. Prospectuses for any of the mutual funds in the Lincoln Alliance® program are available at 800-234-3500.

The Lincoln Alliance® program includes certain services provided by Lincoln Financial Advisors Corp. (LFA), a broker-dealer (member FINRA) and an affiliate of Lincoln Financial Group, 1300 S. Clinton St., Fort Wayne, IN 46802. Unaffiliated broker-dealers also may provide services to customers. Lincoln Investment Advisors Corporation (LIAC) is the investment management organization of Lincoln Financial Group.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products and services.