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
    Description Download
    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
    Description Download
    Distribution Request
    Log in to your account and select Withdrawals to request a full, partial, installment, or required minimum distribution (RMD) from your account.
    Login

    In-Service Distribution Request Form
    Log in to your account and download the In-Service Distribution Request Form to request:

    • a withdrawal from money that was previously rolled into the plan from another retirement plan, or
    • an age 70.5 withdrawal
    Login
    Direct Rollover/Transfer Request Form
    Log in to your account and download the Direct Rollover/Transfer Request Form to request a rollover or transfer from the plan.
    Login
    Beneficiary Claim Request Form
    This form is used by beneficiaries to claim account assets when a participant has passed away.
    PDF document View
    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.
    PDF document View

     

    Incoming Rollovers
    Description Download
    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.
    PDF document View

     

    Account Access
    Description Download
    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.
    PDF document View 

     

    VRS Forms
    Description Download
    Notice of Return to Covered Employment
    This form is completed when you return to a position covered under VRS.
    PDF document View
    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).
    PDF document View

    Account Access
    Defined Contribution Log-in: