Congratulations on deciding to enroll in the Texas A&M retirement plan!
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)
- Enrollment form
- Election to participate form(Complete and submit this form if you want to move from Teacher Retirement System of Texas (TRS) to the ORP)
- Information Form
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.
Manage your account online
It's time to take charge of your retirement! Get started today by registering for online account access.
Get help with your account
- Reallocate your balance or update investment elections by logging in to your account at LincolnFinancial.com . Go to the Investments tab and click Change investments, then click the CHANGE INVESTMENTS button and follow the prompts. Click SUBMIT CHANGES to confirm your changes. If you've 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.