{"id":39166,"date":"2024-01-10T09:46:23","date_gmt":"2024-01-10T15:46:23","guid":{"rendered":"https:\/\/www.tamus.edu\/benefits\/?page_id=39166"},"modified":"2024-01-10T09:55:46","modified_gmt":"2024-01-10T15:55:46","slug":"retirement-forms","status":"publish","type":"page","link":"https:\/\/www.tamus.edu\/benefits\/retirement-forms\/","title":{"rendered":"Retirement Forms"},"content":{"rendered":"

TRS 6<\/a>\u00a0Form To be completed by employees to apply for a refund of their TRS contributions.<\/p>\n

How to Apply for a Refund<\/a> This page describes the basic steps on how to apply for a refund of your TRS contributions.<\/p>\n

ORP Information Acknowledgment Form<\/a>\u00a0To be completed by new ORP-eligible employees indicating receipt of information regarding the ORP. (HR 12)<\/p>\n

ORP\/TDA Representative Acknowledgment Form<\/a>\u00a0To be completed by prospective authorized representatives wishing to market ORP and\/or TDA Investment funds and submitted to vendors for approval. (HR 13)<\/p>\n

ORP Notification of Change in Employment Status<\/a>\u00a0To be completed by employees participating in ORP who transfer to another institution of higher education in Texas, terminate, retire or request a distribution upon reaching age 70 1\/2 (or completed by the Human Resources or Payroll office in the event of the employee\u2019s death). (HR 15)<\/p>\n

ORP\/TDA Transfer Verification Form<\/a>\u00a0To be completed by employees with ORP and\/or TDA accounts requesting full or partial transfers of account balance(s) to another authorized ORP and\/or TDA vendor(s). (HR 16)<\/p>\n

TDA Notification of Change in Employment Status<\/a>\u00a0To be completed by employees participating in TDA who terminate, retire, or request a distribution upon reaching 59 1\/2 (completed by Human Resources or Payroll office in the event of the employee\u2019s death).(HR 18)<\/p>\n

ORP Vesting Form<\/a>\u00a0To be completed by System Member Human Resources or payroll office. (HR 19)<\/p>\n

TRS 28 Election to Participate in ORP<\/a><\/p>\n

TDA\/DCP One-Time Lump Sum Deferral Form<\/a>\u00a0To be completed by employees who want to defer their lump sum vacation payout to their TDA or DCP account<\/p>\n

ORP\/TDA Military Leave Catch Up Form\u00a0<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

TRS 6\u00a0Form To be completed by employees to apply for a refund of their TRS contributions. How to Apply for a Refund This page describes the basic steps on how to apply for a refund of your TRS contributions. 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