Optional Retirement Program
ORP Policy
Transfer Verification Form - Use to transfer balances from one provider to another
TRS Form 28 (Notice to Elect to Participate in Optional Retirement Program) - The TRS 28 must be completed by all participants making their initial ORP election.
TRS Form 29 (Application for Refund) - Use only if you have an account balance with TRS
UTSaver Tax-Sheltered Annuity Program
UTSaver TSA Policy
Transfer Verification Form - Use to transfer balances from one provider to another
UTSaver Deferred Compensation Plan
Purchase Agreement for Annual Leave Deferral
UTSaver DCP Policy
Transfer Verification Form - Use to transfer balances from one provider to another.
Special Catch-Up Provision Disclosure - This must be signed if utilizing the Special Catch-Up Provision and must be accompanied by a calculation sheet.
Forms to download if you do not wish to use UTRetirement Manager:
If you are making an initial ORP election, you must also complete the TRS 28 form listed at the top of this page.
Purchase/Change Agreement - Use to change provider(s) for future retirement contributions
Authorization for Reduction for Employee Contribution - Use for initial ORP election
Authorization for Reduction for Employee Contribution for Employees Returning to ORP - Use for ORP election for vested participants returning to employment
ORP Acknowledgement Form - Must be signed by all employees who are newly-eligible for ORP
Tax-Sheltered Annuity Disclosure - This must be signed before your enrollment into a TSA is effective
Your Benefits Office can help you complete these forms. |
