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Retirement Program Resources

Teacher Retirement System (TRS) Forms

TRS-SHSU Enrollment Form (Word • PDF)
TRS15 - Beneficiary Form
TRS18 - Request for Estimate of Retirement Benefits Form
TRS6 - Termination and Request for Refund
TRS358 - Change of Address Notification Form

Optional Retirement Program (ORP) and Supplemental Retirement Program (SRP) Forms

ORP-SRP Salary Reduction or Change of Company Form (Word • PDF)
TRS28 - Notice of Election to Participate in ORP
ORP-SRP Capital Transfer Form (Word • PDF)
ORP Prior Participation in Texas Certification Form (Word • PDF)
Maximum Exclusion Allowance (MEA) Form for 2013 (Word • PDF)
Vesting Certification Form (Word • PDF)
Universal Availability Notice

403b Plan Documents

ORP Plan Document
Tax Sheltered Annuity (TSA)-SRP Plan Document
Information Sharing Agreement (Word • PDF)

Plan Vendors

403b Plan Complete Vendor List (Word • PDF)
ORP-SRP Active Vendor List Detail (Word • PDF)
403b Vendor Representatives for SHSU (PDF)

Retirement Plan Notices

ORP-SRP 90 Day Acknowledgment Form (Word • PDF)
403b Plan Notice on 415 Contribution Limit (Word • PDF)

Reference Guides

Overview of TRS and ORP
TRS Benefits Handbook
403b ORP Investment Advisor Fee Rules
Human Resources Policy E-3 - Separation of Employment Policy
403(b)/Texa$aver 457 comparison chart

Vendor Regulations and Instructions

Instructions to Apply for Active ORP and TSA Vendor Status
ORP Vendor Regulations
TSA Vendor Regulations