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You’re making a good choice

Joining your retirement plan at Vanguard is easy. Just follow these steps:

  1. Fill out the form. To join your retirement plan, simply complete the Salary Reduction Agreement form. If you recently attended a New Employee Orientation, the form can be found in your Orientation folder. Otherwise, contact your HR Service Center at AskHR@case.edu or call 216-368-6964 and request the Salary Reduction Agreement form. Please allow 5-10 business days for your form to be processed. After this time period, you can then enroll online.

    Case Western Reserve University Retirement Plan, (Plan A) 090272

    Case Western University Employees' Retirement Plan, (Plan C) 099016

  2. Enroll online. »  
    In order to enroll online, you will need your Social Security number, zip code, birth date and plan number. Remember, you must first submit the Salary Reduction Agreement form prior to enrolling online.

  3. Get retirement planning help from Vanguard. Sign up for your retirement counseling session at meetvanguard.com. It's free—even if you aren't currently investing with Vanguard! Your spouse or partner is also welcome to attend.

Once you've chosen Vanguard, be sure to sign up for online access.

Why? Registering gives you access to your account 24 hours a day, 7 days a week. You can check your balances, find up-to-date fund information, add beneficiaries, and access easy-to-understand investment guidance. You can change your investment selections too whenever you want. Once you’ve joined the plan, sign up for online access. Sign up for online access. »

Name your beneficiaries

Designating beneficiaries for your retirement savings is important. If you don’t, your hard-earned money may go to an unintended heir.

To name a beneficiary online, log on to your account at vanguard.com/retirementplans, select Menu, then My Profile, and then Beneficiaries. (If you have multiple accounts at Vanguard, you may need to select Employer plans first.)

Whenever you invest, there’s a chance you could lose the money.

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