| 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
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 |
|
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. |
