IMPORTANT INFORMATION ABOUT YOUR EXISTING RETIREMENT PLAN LOAN

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1 IMPORTANT INFORMATION ABOUT YOUR EXISTING RETIREMENT PLAN LOAN Action required If you have an outstanding loan balance from your retirement plan it s important to understand the updated retirement plan policy, as there are several differences in the way existing loans will be administered. What you need to know new payment process HMH will no longer process loan payments through payroll deductions. All loan payments will need to be made via the Automated Clearing House (ACH), a common payment standard valued for its safety and efficiency. You need to add your bank s routing number (ABA number) and your bank account number to your secure online TIAA plan account to establish future loan payments via ACH. Visit TIAA.org and select New user access to create your user ID and password if you have not accessed your online account before. Paying existing loans via ACH Instead of deducting payments from your bi-weekly paycheck (26 payments a year), one payment will be withdrawn from your bank account on the 15th of every month (12 payments a year). Your loan has been reamortized to adjust your monthly payment amount. Your last loan payment deducted from your pay was in December 2018 and there were no payments made in January because of the transition to TIAA, HMH and TIAA have divided the unpaid loan balance across the number of months remaining in your loan term to determine your new monthly loan payment amount. Your first payment of the reamortized loan was due on February 15, If you were unable to make your February 15th loan payment you can schedule a payment to make up that missed payment. No late fees will be applied for any missed February 15th payments. Refer to the instructions on the following pages to add your bank account information and schedule a repayment if needed. While your single monthly loan payment will be higher, your take-home pay should also be higher, because it no longer includes the loan payment deduction. Please refer to your most recent paycheck details to confirm this. The original amount of the loan and the final payment date of your loan remains the same. The updated loan policy still allows you to pay off your loan early with no penalty. 1

2 What you need to do In our new culture of shared responsibility, it s important you be proactive and take action to ensure your loan payments are made on time. Log in to your online account at TIAA.org (click New user access to create your user ID and password if you have not accessed your online account before). From the home page of your account choose View loan/ withdrawal details from the QUICK LINKS pull-down menu. Go to the Ongoing Transactions section, and under the ACTION column on the far right click the SELECT arrow menu and choose View/Modify Request. 2

3 Review your loan details locate Repayment Amount in the right column to see your new monthly payment amount. Click the EDIT pencil icon to the right of Loan Repayment Information and select Add a new bank account button under Loan Repayment Information section to connect your checking or savings account to your retirement plan loan repayments. Important Note: If you have provided TIAA with your bank account information previously (i.e., as the Payment Destination for current loan proceeds), that account will appear as an option to select under the Add a new bank account button. You may use this account for the Repayment Account or enter information for a new bank account. 3

4 Add your bank s routing number (ABA number) and confirm your bank s name when it appears based on the routing number. Enter your account number and indicate checking or savings under account type. Review your information and click the Next button. Follow the prompts to indicate you have read the terms and conditions, and confirm your information. Your request to add your bank account will be added to your profile and you will receive a message that your loan information has been scheduled successfully. 4

5 If you missed the February 15th payment, Schedule a Payment click at the top of the screen. Review the details in the Schedule a Repayment section and follow the prompts to schedule an additional repayment or pay off the full outstanding loan amount. Click Submit Repayment. 5

6 If you have provided TIAA with your bank account information previously (e.g., as the Payment Destination for current loan proceeds), that account will appear under Loan Repayment Information. You may use this account for the Repayment Account or enter information for a new bank account (see the following pages for information about adding a bank account). Failure to set up your ACH payment process could lead to your loan defaulting, which will trigger a 1099-R form that will calculate any tax consequences you will incur on the default amount. Questions? A TIAA financial consultant can help you understand the new plan and if you have questions about the updated retirement plan loan policy, including how to set up payments via ACH within your account online at TIAA.org. Call weekdays, 8 a.m. to 10 p.m., or Saturday, 9 a.m. to 6 p.m. (ET) 6

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