Retirement Forms

  • TRS 6 Form To be completed by employees to apply for a refund of their TRS contributions.
  • Video “How to Apply for a Refund” This video describes the basic steps on how to apply for a refund of your TRS contributions.
  • ORP Notification of Change in Employment Status To 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’s death). (HR 15 5/17)
  • ORP/TDA Transfer Verification Form To 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 7/06)
  • TDA Notification of Change in Employment Status To 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’s death).(HR 18 2/12)
  • ORP Vesting Form To be completed by System Member Human Resources or payroll office. (HR 19 3/18)