Tax-Deferred Retirement Plan (TDR): How to Enroll

There are two easy ways to manage your retirement benefits at Penn: online or on the phone. Using either method, you may enroll for the first time or make changes to your elections at any time during the year. Here’s how:

1. Go online to www.hr.upenn.edu/retirement. The convenient online enrollment system is available 24 hours a day, 7 days a week.

OR

2. Call the Retirement Call Center at 1 877 PENN-RET (1 877 736-6738). The Retirement Call Center is open Monday – Friday, 8:00 a.m. – 5:00 p.m.

Review the Enrollment Instruction sheet before you enroll, to find out what information you will be asked to provide.

If you Are Eligible for Prior Service Credit:

If you are eligible for prior service credit from another employer, you must complete a Prior Service Credit: Employee Certification (Adobe Acrobat PDF) form and obtain a letter from your prior employer (Adobe Acrobat PDF) in order to have the one-year waiting period waived. Return both the form and the letter to the Benefits Office at 3401 Walnut Street, Suite 527A.
If you are eligible for prior service credit from the University or from the University of Pennsylvania Health System (UPHS), contact the Benefits Office