Information & Tools for Campus Employees

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Benefit Application Process

When you are ready to take a distribution from the ORP, you should:

  1. Contact your Provider to review the payment methods available to you. Your Provider can help you select the method(s) that best suits your personal financial needs.

  2. Obtain the appropriate application for your distribution from the Provider.

  3. Complete and sign the Providerís forms.

  4. Send all of the original, completed forms (including tax withholding and direct deposit forms) to the Plan Administrator.

  5. The Plan Administrator will review your application to determine your eligibility for the distribution.

  6. Once approved, the Plan Administrator will sign your benefit application and then send it directly to your Provider.

  7. The Administrator will send a copy of the authorized forms to you for your personal records.


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