Benefits Forms: 457(b) enrollment information

IMPORTANT: All of the forms listed on these pages are in Adobe Portable Document Format (PDF). If you do not already have Adobe Acrobat Reader on your computer, you must download and install Adobe Acrobat Reader before you will be able to view or print Benefits forms.

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Canceling, Increasing or Decreasing Your Salary Deferral Amount
Use Self Service > Benefits on Wolverine Access anytime during the year to cancel, increase, or reduce your existing salary deferral contribution.  All changes are effective no earlier than the month following the date you submit and finalize your elections.  Please note that you may make only one election using Self Service > Benefits per month.

  1. Go to the Wolverine Access Gateway at http://wolverineaccess.umich.edu
  2. Select Employee Business
  3. Enter your uniqname and password
  4. Select Benefits
  5. Select Initiate SRA/457(b) Election
  6. Review the effective date and confirm you wish to proceed. 
  7. Select 457(b) and follow the online instructions to designate your per pay period contribution amount and choice of investment carrier(s).
  8. You must Submit and Finalize your elections in order to complete the enrollment process.

You will receive a follow-up confirmation of your enrollment by email after you have submitted and finalized your elections.  If you do not receive the confirmation email, you have not completed the process.

Effective Date

Per IRS regulations, any elections to change your deferral amount in the 457(b) planis effective no earlier than the month following the date your elections are filed with the Benefits Office.

Please note that this is different from the Basic Retirement Plan and SRA, which can be effective in the same month that you submit your enrollment or election to change your contribution amount.