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Enroll in the plan

Congratulations on deciding to enroll in the University of Texas System Retirement Programs! Follow these steps to get started.

Step 1: Set up your savings plan

  1. Log on to UTRetirement Manager.
  2. Click on the Enroll/Make Changes tab.
  3. Follow the step–by–step instructions to set up your automatic retirement savings plan, including your contribution start date, contribution rate and your preferred service provider.
     

If enrolling in the ORP plan, you will also need to complete  TRS Form 28 (Notice to Elect to Participate in Optional Retirement Program) (PDF) and mail it to your Benefits Office.

Enrolling in more than one plan? You must complete this process for each plan.

*For the UTSaver TSA, be sure to calculate your contribution limit using the tool provided by UT System or contact your Benefits Office.

Step 2: Enroll and choose your investments

  1. Download and print the Lincoln Alliance® Enrollment Formor the  Multi-Fund® Enrollment Form
  2. Enter your personal information along with your investment elections. If you're enrolling in more than one plan with Lincoln Financial, be sure to provide your investment designations for each plan.
  3. Name your beneficiaries.
  4. Sign and fax or mail your enrollment form to:

 

Lincoln Alliance®
 

The University of Texas System
c/o Lincoln Retirement Services Company
PO Box 7876
Fort Wayne, Indiana  46801-7876
 

Fax to:  260-455-9975

Multi-Fund® 
 

The Lincoln National Life Insurance
Company Servicing Office
PO Box 2340
Fort Wayne, IN 46801-2340
 

Fax to: 260-455-1874

 

Step 3: Manage your account

Log on to LincolnFinancial.com and start managing your account(s) today. Access account information, research investments, change future investments, and download statements and forms all online or by calling 800-4-LINCOLN (800-454-6265) and press star*T.

You can also sign up for safe, secure and paperless eDelivery of your retirement statements. Log onto your account at LincolnFinancial.com and look for the eDelivery Preferences.

To update your contribution information, log on to UTRetirement Manager.

Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components, and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. The annuity’s value fluctuates with the market value of the underlying investment options, and all assets accumulate tax-deferred. Withdrawals of earnings are taxable as ordinary income and, if taken prior to age 59½, may be subject to an additional 10% federal tax. Withdrawals will reduce the death benefit and cash surrender value.

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable variable annuity prospectus contains this and other important information about the variable annuity and its underlying investment options. Please call 800‑4LINCOLN (800‑454‑6265) for a free prospectus. Read it carefully before investing or sending money. Products and features are subject to state availability.

Multi-Fund® variable annuities (contract numbers 18829, 18831, 25982, 28645, 28883, 30070-B, and state variations) are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.

Some investment options may not be available in all states and your employer may restrict the availability of some investment options. The investment return and principal value of an investment will fluctuate so that when withdrawn from the contract it may be worth more or less than the original cost.

There is no additional tax-deferral benefit for an annuity contract purchased in an IRA or other tax-qualified plan. Not for use in New York.

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.