Choosing Investment Options for Your Vanderbilt University 403(b) Retirement Plan Account All employees are encouraged to enter their investment elections for future contributions on NetBenefits®. If at any point during this process you have questions or would like guidance, please call 800-343-0860 or go to netbenefits.com/vanderbilt to schedule an appointment with a Fidelity consultant. 1 Log on to your Fidelity NetBenefits® account at the very top of the Vanderbilt University 403(b) Retirement Plan home page at netbenefits.com/vanderbilt. If you have not yet established login information for any account with Fidelity, see the document titled How to Set Up Your Account on Fidelity NetBenefits to get started. 2 3 4 After logging on to your NetBenefits account, select the Quick Links drop-down menu for the Vanderbilt University 403(b). Select Change Investments. Under Change Investments, select Investment Elections. Continued on the next page 5 6 7 On the Investment Elections page, scroll to the bottom of the page. You will be prompted to choose one of two options: Select Target Date Fund or Select Funds. • If you choose Select Target Date Fund, you will need to select a fund and select Continue to view the fund prospectus. • If you choose Select Funds, you will need to enter a percentage for each fund. Select Next at the bottom of the page once you have entered your elections totaling 100%. View the prospectus for each fund and choose Next. Note: You must check and indicate you have received the prospectus for each fund in the past 30 days to continue making changes. Review and submit investment election changes. Select Submit to finalize your elections and receive a confirmation page. All screenshots are for illustrative purposes only. Fidelity Investments Institutional Operations Company, Inc., 245 Summer Street, Boston, MA 02210 © 2015 FMR LLC. All rights reserved. 713549.2.1
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