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 Information Acknowledgment Form To be completed by new ORP-eligible employees indicating receipt of information regarding the ORP. (HR 12)
• ORP/TDA Representative Acknowledgment Form To be completed by prospective authorized representatives wishing to market ORP and/or TDA Investment funds and submitted to vendors for approval. (HR 13)
• 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)
• 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)
• 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)
• ORP Vesting Form To be completed by System Member Human Resources or payroll office. (HR 19)
• TRS 28 Election to Participate in ORP
• TDA/DCP One-Time Lump Sum Deferral Form To be completed by employees who want to defer their lump sum vacation payout to their TDA or DCP account
• ORP/TDA Military Leave Catch Up Form