UA Statewide Employee Forms (Retirement & Pension)

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UA Statewide Employee Forms (Retirement & Pension)

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HR Employee Forms

Retirement & Pension Forms:

Form Name	Available Formats (Icon Legend)	Form Descriptions
PERS/TRS Forms	External Site	The State of Alaska Division of Retirement forms page.
Pension/ORP Fund Sponsor Enrollment or Change Form		To select fund sponsor(s) for UA Pension and/or employee and employer contributions for ORP.
PERS/TRS/ORP Option		To certify the notification of participation in the PERS, TRS, or ORP retirement plan.
Retirement Decision Guide		Guide to making retirement program choice.
Retirement Plan Decision Tree (Regular Faculty or Academic Executives)		Decision tree that assists with Retirement Plan Notification Form for regular faculty or academic executives.
Retirement Plan Decision Tree (Regular Staff or Non-Academic Executives)		Decision tree that assists with Retirement Plan Notification Form for regular staff or non-academic executives.
Retirement Plan Election Form (TRS/PERS/ORP)		To elect participation in TRS, PERS, or ORP based on the employee's retirement plan eligibility.
Retirement Plan Notification Form (Regular Faculty or Academic Executives)		To notify eligible regular faculty or academic executive employees of their retirement options and elections.
Retirement Plan Notification Form (Regular Staff or Non-Academic Executives)		To notify eligible regular staff or non-academic executive employees of their retirement options and elections.
TDA Salary Reduction Agreement Form Form		To establish or change contributions to a tax deferred annuity.
TIAA-CREF Online Enrollment Guide		TIAA-CREF enrollment instructions on opening a retirement account online.
TIAA-CREF ORP Enrollment Form		To select investment options for TIAA-CREF Optional Retirement Program (ORP).
TIAA-CREF Pension Plan Enrollment Form		To select investment options for TIAA-CREF Pension Plan.
TIAA-CREF TDA Enrollment Form		To select investment options for TIAA-CREF tax-deferred annuity (TDA).
TIAA-CREF Transfer/Rollover Authorization Form		To authorize the transfer/rollover of funds to TIAA-CREF annuities or Rollover IRA contracts.
Fidelity Beneficiary Designation Form		To declare or change beneficiaries for the Fidelity Voluntary TDA, ORP, and Pension plans.
Fidelity Address/Name Change Form		To change your address and/or name or provide your birthdate to Fidelity.
Fidelity Online Enrollment Guide		Fidelity enrollment instructions on opening a retirement account online.
Fidelity Transfer/Rollover Form		To move assets from another investment provider to a Fidlity retirement account or to consolidate multiple employer sponsored retirements accounts at Fidelity.
Fidelity Voluntary TDA, ORP, & Pension Plan Enrollment Form		To select investment options and beneficiary designation for the Fidelity Voluntary TDA, ORP, and Pension plans.