To open a new ORP account, please complete section 1.
Section 1: Fill Out and Return the Following Forms
Within the first 90 days, along with the ORP Authorization form, you must also visit the HR office (JCK) to fill out a TRS 28 form, or mail the completed original form to their office. Notary services are available with original copies only.
Please continue to section 2 if you already have an 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
*To access the most up to date forms, please visit http://www.hr.txstate.edu/forms.html. Locate the section titled Retirement, and expand Optional Retirement Program (ORP) & Voluntary Retirement Savings Plan (403b)
Send all Texas State University specific forms to hr@txstate.edu by the 10th of each month for payroll processing.
Email, fax or mail the Pentegra enrollment application to:
Email
403b-Ops@pentegra.com
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 320E
White Plains, NY 10604