How to get started
To open a new TDA/ORP account, please complete section 1.
Section 1: To participate in the TDA or ORP with Pentegra, please complete the following steps:
- Sign into Workday and complete the enrollment event
- Pentegra 403(b) Enrollment Application*
Please continue to section 2 if you already have a TDA/ORP account and would like to exchange or transfer that account into your new Pentegra account
Section 2: Fill Out and Return the Following Forms
- ORP/TDA Transfer Verification Form TAMU HR 16
- Pentegra 403(b) Exchange/Transfer Application* Please attach a copy of the most recent statement. Also, check with current provider to see if they require their own form to be completed.
Changing the ORP vendor via Workday will only change the future contributions. If an employee wants to transfer their existing funds, that will still be done using the HR 16 form as before. The next deduction date will be the first of the month following the change, which is the earnings date. It will not come out of your paycheck until you receive your paycheck the next month.
Additional retirement forms can be found here:
https://www.tamus.edu/business/benefits-administration/booklets-brochures/retirement-forms/
*Please email, fax or mail the Pentegra enrollment application to:
Email:
Fax:
ATTN: 403(b) Services
914-821-9582
Regular Mail or Overnight Delivery
Pentegra Trust Company
c/o Pentegra Retirement Services
ATTN: 403(b) Services
701 Westchester Avenue Suite 320
White Plains, NY 10604