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.  Please note: Fillable forms only accessible when using Internet Explorer as your browser.

 

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

403(b) Voluntary Savings Form PDF 2021 **FILLABLE PDF** - User Internet Explorer

403(b) Voluntary Savings Form PDF 2021 **PRINT ONLY PDF**

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

 

403(b) Voluntary Savings Form PDF 2020 **FILLABLE PDF** - Use Internet Explorer

403(b) Voluntary Savings Form PDF 2020 **PRINT ONLY PDF**

403(b) Voluntary Savings Form (Electronic Signature) == UO Employees only ==

Election Forms

ORP or PERS Election Form 2020 **FILLABLE PDF** - Use Internet Explorer

ORP or PERS Election Form 2020 **PRINT ONLY PDF**

Change Forms

ORP Change Form 2020 **FILLABLE PDF** - Use Internet Explorer

ORP Change Form 2020 **PRINT ONLY PDF**

Transfer Forms

PERS to ORP Transfer Form 2020 **FILLABLE PDF** - Use Internet Explorer

PERS to ORP Transfer Form 2020 **PRINT ONLY PDF**