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Enrolling in the ORP

Once you decide to participate in the ORP, you must complete the necessary enrollment forms and choose a Provider to invest the contributions made to your account.

Your campus Benefits Administrator will provide the necessary forms. However, for your convenience, enrollment forms are also provided online as PDF documents for completion and printing. Clicking a link to a form (below) will open the form in an Adobe Acrobat Reader window.

You must physically sign all enrollment forms and give them to your campus Benefits Administrator. Remember to keep copies of the completed forms for your own files.

To enroll you must:

• Complete these forms:
  
  
  • an ORP Enrollment/Change Form (.PDF),
    
    
  • an Insurance Enrollment/Change Form (.PDF),
    
    
  • Form SSA-1945 (must be printed to be completed) (.PDF), and
    
    
  • a Request for Return of Accumulated Deductions form (.PDF) (SERS Request for Withdrawal form) from the State Retirement Board if you choose to transfer any assets from the SERS to your new ORP account. You can transfer these funds to the ORP at any time in the future.
    
    
• Select an ORP Provider. Your Campus Benefits Administrator will provide enrollment kits from each of the ORP Providers. The enrollment kits contain detailed information about the Providers’ ORP accounts; investments; expenses; fees and services. The kits also include their account applications. You may also contact the Providers representatives or access their Web Sites for additional information about each firm.
  
  
• Complete the account application for the Provider you selected: AIG Retirement, Lincoln or TIAA-CREF.
  
  
• Return the completed enrollment forms and your Provider account application to your Benefits Administrator. Make sure you retain copies of these forms for your personal records.