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 2020 (formerly known as Salary Reduction Agreement-TDI 403(b))

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 == !! Please note: PSU and OSU also have new electronic signature forms available.  Please check with your campus payroll department to find out how to sign up!

 

Election Forms

ORP or PERS Election Form 2020 **FILLABLE PDF**

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

Change Forms

ORP Change Form 2020 **FILLABLE PDF**

ORP Change Form 2020 **PRINT ONLY PDF**

Transfer Forms

PERS to ORP Transfer Form 2020 **FILLABLE PDF**

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