Optional Retirement Plan for School Superintendents: Retirement Solutions Made Simple

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    Forms

    Account Updates | Distributions | Incoming Rollovers | Account Access | VRS Forms

    Account Updates
    DescriptionDownload
    Beneficiary Designation Form
    Complete this form to choose or change the designated beneficiary for your account. You can also log in to your account and complete this online to ensure an immediate update to your beneficiary information.
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    Distributions
    DescriptionDownload
    Distribution/Direct Rollover/Transfer Request Form
    Use this packet to request a withdrawal from the Optional Retirement Plan for School Superintendents when you have separated from service. If you are currently employed with an employer providing the plan, you can also use this form to withdraw your assets that have been rolled into the plan.
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    Beneficiary Claim Request Form
    This form is used by beneficiaries to claim the assets of the Optional Retirement Plan for School Superintendents when a participant has passed away.
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    IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments
    Use this form if you would like to change your tax withholding on your distribution. Submit this form with the Distribution/Direct Rollover/Transfer Request Form from the separate packet described above.
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    Incoming Rollovers
    DescriptionDownload
    Incoming Rollovers
    Use this form to request a direct rollover of your assets from your previous employer's retirement plan (401(a), 401(k), Governmental 457(b), 403(b), Federal Thrift Savings) to your Optional Retirement Plan for School Superintendents.
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    Account Access
    DescriptionDownload
    Account Access Code Form
    This form is used in special situations in which an additional security level is needed when contacting Investor Services. Review the instructions for more details.
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    Information Release Authorization
    Use this form to authorize a third party to obtain information regarding your account. Please note that it does not authorize this individual to conduct transactions on your behalf.
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    VRS Forms
    DescriptionDownload
    Notice of Return to Covered Employment
    This form is completed when you return to a position covered under VRS.
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    Termination Certification Form
    Employees complete this form to certify (1) their employment status and (2) that they understand the impact of their distribution election on benefits after termination from the position covered by the Optional Retirement Plan for School Superintendents (ORPSS).
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    Account Access
    Defined Contribution Log-in: