Enrollment

Enrolling in the Texas A&M Plans is easily accomplished. Investing for your life goals, however, requires experience.

There are four plans that you can choose from:

        403(b)(1) Variable Annuity Program

  • Optional Retirement Program (ORP)
  • Tax Sheltered Annuity (TSA)

        403(b)(7) Custodial Account Program offering mutual funds

  • Direct Optional Retirement Program (ORP)
  • Direct Tax Sheltered Annuity (TSA)

Before enrolling in a plan, you should use this website to:

  • Understand the plan features
  • Review the investment options offered
  • Understand the investment option performance

There are two ways you can enroll in a plan:

1. Meet with your Voya® local representative.
Make an appointment with a local representative to enroll in a plan. Our representatives are on campus throughout the Texas A&M University System and can guide you through the enrollment process. When you meet with your representative you can develop an asset allocation model to illustrate your investment and retirement objectives, decide how much to contribute, select investment options, and designate a beneficiary for your plan benefits. You can also set up time for periodic account reviews to help ensure you remain on track toward meeting your investment objectives.

2. Online enrollment.
Online enrollment is a quick and easy process. Before enrolling online, be prepared to provide the name of each person you wish to designate as your beneficiary. You may submit up to 10 beneficiaries online. If you have more than 10 beneficiaries, we suggest that you contact a local representative for additional assistance.

While enrolling online, you will be offered electronic copies of a participant disclosure booklet, investment fact sheets, and other documents we are required by law to provide at enrollment. If you would prefer to review a hard copy of these materials, you can request them by contacting a local representative.

To get started, select the program you would like to enroll in:

 

Not FDIC/NCUA/NCUSIF Insured | Not a Deposit of a Bank/Credit Union | May Lose Value | Not Bank/Credit Union Guaranteed | Not Insured by Any Federal Government Agency

Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) Voya Retirement Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774. Securities are distributed by Voya Financial Partners LLC (member SIPC). Custodial account agreements or trust agreements are provided by Voya Institutional Trust Company. All companies are members of the Voya® family of companies. Securities may also be distributed through other broker-dealers with which Voya has selling agreements. Insurance obligations are the responsibility of each individual company. Products and services may not be available in all states.