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Retirement Program Resources

Teacher Retirement System (TRS) Forms

TRS-SHSU Enrollment Form (WordPDF)
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 Agreement or Change of Company Form (Word PDF)
TRS28 - Election to Participate in ORP and/or Refund
ORP-SRP Capital Transfer Form (Word PDF)
ORP Prior Participation in Texas Certification Form (WordPDF)
Maximum Exclusion Allowance (MEA) Form for 2013 (WordPDF)
Vesting Certification Form (WordPDF)
Universal Availability Notice

403b Plan Documents

ORP Plan Document
Tax Sheltered Annuity (TSA)-SRP Plan Document
Information Sharing Agreement (WordPDF)

Plan Vendors

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

Retirement Plan Notices

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

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

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