Retirement Forms
TRS 6 Form To be completed by employees to apply for a refund of their TRS contributions.
How to Apply for a Refund This page describes the basic steps on how to apply for a refund of your TRS contributions.
ORP Information Acknowledgment Form To be completed by new ORP-eligible employees indicating receipt of information regarding the ORP. (HR 12)
ORP/TDA Representative Acknowledgment Form To be completed by prospective authorized representatives wishing to market ORP and/or TDA Investment funds and submitted to vendors for approval. (HR 13)
ORP Notification of Change in Employment Status To be completed by employees participating in ORP who transfer to another institution of higher education in Texas, terminate, retire or request a distribution upon reaching age 70 1/2 (or completed by the Human Resources or Payroll office in the event of the employee’s death). (HR 15)
ORP/TDA Transfer Verification Form To be completed by employees with ORP and/or TDA accounts requesting full or partial transfers of account balance(s) to another authorized ORP and/or TDA vendor(s). (HR 16)
TDA Notification of Change in Employment Status To be completed by employees participating in TDA who terminate, retire, or request a distribution upon reaching 59 1/2 (completed by Human Resources or Payroll office in the event of the employee’s death).(HR 18)
ORP Vesting Form To be completed by System Member Human Resources or payroll office. (HR 19)
TRS 28 Election to Participate in ORP
TDA/DCP One-Time Lump Sum Deferral Form To be completed by employees who want to defer their lump sum vacation payout to their TDA or DCP account