University of Cincinnati Physicians is pleased to share the UCP Retirement Planning Website with you. The site, which may be used by all employees (current Fidelity Investments ® and/or TIAA plan participants, as well as first-time enrollees), allows you to: • Enroll in the Plan(s) • View your entire account balance with one or both investment service providers (Fidelity and/or TIAA) • Elect/change your contributions • Elect/change your investment service provider(s) (Fidelity and/or TIAA) • Link to your current Fidelity or TIAA account • Use interactive tools and calculators to help set financial goals You do not need to re-enroll in the plan(s) if you are already contributing. Use this guide when you wish to make changes to your account. This guide will help you navigate the site and execute various transactions. To access the UCP Retirement Planning Website, visit www.netbenefits.com/ucp . You may also access your account through the Retirement Service Center at 800-343-0860 . You can find information specific to your needs by using the following sections of the guide. TABLE OF CONTENTS PAGE UCP Retirement Planning Website and Retirement Service Center 3 Current Participants • Log in to your account using the UCP Retirement Planning Website • Elect/change your contribution amount • Elect/change your investment service provider • Elect/change your investment options • Verify or change beneficiary designations 4 New Hires and First-Time Enrollees • Establish a username and password • Enroll in your Plan(s) • Designate your beneficiaries 8 Tools and Resources • Tools and resources available for all account users (Fidelity and/or TIAA plan participants) • Live web workshops 13 Contact Information • Phone numbers for Fidelity and TIAA • Meet with a Fidelity Retirement Planner or TIAA Consultant 14 Download the NetBenefits ® Mobile App 15
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