Benefits Forms and Documents
General Forms
Benefits Enrollment Form
Employee Health Insurance Responsibility Disclosure (HIRD) Form
Flexible Benefit Plan Mid-Year Changes Certification Statement
Section 125 Cafeteria Plan Compensation Reduction Agreement for Commonwealth Connector Plan
W-4 Form
Charts & Schedules
2012 Contributions – Health, Dental, Life and Accident Plan
Health Plan Comparison
Dental Blue Freedom Plan Fee Schedule
Dental Health Center Plan Fee Schedule
Health Plan Forms
BCBS Subscriber Submit Claim
Medco Health Home Delivery Prescription Drug Order Form
Medco Member Brochure
Dental Health Plan Forms
Reimbursement Accounts
Dependent Care Reimbursement Account Claim Form
Health Care Reimbursement Account Claim Form
List of Eligible Health Care Reimbursement Account Expenses
Survivor Insurance (Life and Accident Insurance)
Designation of Beneficiary Form for Survivor Benefits
Group Life Evidence of Insurability Statement
Long-Term Disability Plan
Long Term Disability Plan Waiver
Retirement and Supplemental Retirement and Savings Plans
Your Scenario
Forms You Must Complete
You are enrolling in the Boston University Retirement Plan or the Supplemental Retirement and Savings Plan for the first time.
Note: Please read the TIAA/CREF Prospectuses prior to completing a TIAA/CREF application.
- The Pay Contribution Agreement
- The Election of Investment Options Form
- Fidelity Account Application and/or TIAA/CREF Group Retirement Annuity Application (if you are investing your required 3% or the University contribution in TIAA/CREF) and/or the TIAA/CREF Group Supplemental Retirement Annuity Application (if you are investing your additional contribution in TIAA/CREF)
- TIAA Real Estate Account Prospectus
- CREF Prospectus
- TIAA/CREF Retirement Class Mutual Fund Prospectus
You are already participating in the Supplemental Retirement and Savings Plan and wish to change the amount of your contribution.
You are already participating in the Boston University Retirement Plan or the Supplemental Retirement and Savings Plan and wish to direct contributions from Fidelity to TIAA/CREF or vice versa.
Note: Please read the TIAA/CREF Prospectuses prior to completing a TIAA/CREF application.
- The Election of Investment Options Form
- Fidelity Account Application and/or TIAA/CREF Group Retirement Annuity Application (if you are investing your required 3% or the University contribution in TIAA/CREF) and/or the TIAA/CREF Group Supplemental Retirement Annuity Application (if you are investing your additional contribution in TIAA/CREF)
- TIAA Real Estate Account Prospectus
- CREF Prospectus
- TIAA/CREF Retirement Class Mutual Fund Prospectus
You currently are not participating in the Boston University Retirement Plan or the Supplemental Retirement and Savings Plan (and wish to reinitiate participation) but have existing accounts with Fidelity and/or TIAA/CREF through Boston University.
You wish to change your beneficiary designation for the Boston University Retirement Plan or Supplemental Retirement Savings Plan.
You are no longer a BU employee and wish to withdraw your funds or transfer to another 403(b) or IRA.
- Fidelity Distribution Form
- Instructions for Fidelity Distribution Form
- You must contact TIAA/CREF for a distribution form
Tuition Forms
Tuition Remission Application Form
Tuition Exchange Application Form
Benefits Handbook (Plan Descriptions)
Administrative Information
Dental Health Plan
Flexible Benefits Plan
Health Plan
Long-Term Disability Plan
Other Benefits
Retirement Plan
Supplemental Retirement & Savings Plan
Survivor Insurance
Tuition Remission Program
Tuition Exchange
Complete Benefits Handbook (40MB download)