Plan Forms

Here are all of the plan forms, including enrollment and others. Please note that some of them are designed to be filled out with a computer, and others are designed for print use only. In some cases, attempting to complete a fillable form after printing will result in some areas of the form already having values. Be sure to take the correct one.

403(b) Voluntary Savings Form

(formerly known as Salary Reduction Agreement-TDI 403(b))

• OSU Employees – Link to electronic submission form
• PSU Employees – Link to electronic submission form **Please note that PSU only accepts electronic submissions
• SOU Employees – Link to paper form submission via Box
• UO Employees – Link to electronic submission form
• EOU, OIT, SOU, WOU employees please use the following forms:
• 403(b) Voluntary Savings Form PDF **FILLABLE PDF**
• 403(b) Voluntary Savings Form PDF **PRINT ONLY PDF**

Election Forms

• ORP or PERS Election Form **FILLABLE PDF**
• ORP or PERS Election Form **PRINT ONLY PDF**

Change Forms

• ORP Change Form **FILLABLE PDF**
• ORP Change Form **PRINT ONLY PDF**

Transfer Forms

• PERS to ORP Transfer Form **FILLABLE PDF**
• PERS to ORP Transfer Form **PRINT ONLY PDF**