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

403(b) Voluntary Savings Form PDF 2020 - Fillable using Internet Explorer browser only

403(b) Voluntary Savings Form PDF 2020 - Printable

Salary Reduction Agreement (SRA) Forms 2019

SRA Form Fillable PDF 2019

SRA Form Print Only PDF 2019

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**