Office of Human Resources - Benefits Design & Management
OPTIONAL RETIREMENT PLAN ENROLLMENT INSTRUCTIONS
ORP Investment Companies |
Fidelity Investments |
www.mysavingsatwork.com/azorp Retirement Services | 800.343.0860 Local Rep | Damond Petersen |
TIAA-CREF |
www.tiaa-cref.org/azus Local Rep | Donna Fitch Local Rep | Nicholas Hileman |
VALIC |
www.VALIC.com/enroll Client Service Professional | 800.448.2542 Local Rep/Tempe | Scott Christian Local Rep/Tempe, Poly & SkySong | Greg Moss Local Rep/West & Downtown | Bridgette Gavagan |
STEP 1
Complete and submit
the Declaration of Understanding Form, if you have not already done so.
STEP 2
Read the Optional Retirement Plan Guide and select from one of the three available vendors.
STEP 3
Complete the Online Account Enrollment by using the web links noted on page 6 of The ORP Guide to enroll with the investment company of your choice. Please note the access code for the company you choose because you will need it to register. Payroll deductions for the ORP plan will not be turned on until you have opened an account online. Retroactive deductions for the ORP plan will not be taken.
NOTE: If you already have an active ORP account under ASU/UA/NAU or the Arizona Board of Regents
with the investment company you are electing, you will not need to re-enroll using the online enrollment
system; however, you must complete Step 4 below. You are encouraged to contact the investment
company to ensure your address, beneficiary information and investment allocations are current.
STEP 4
• Complete and submit the Election of Retirement Option form; the form must be received by
Human Resources no later than 30 days from your eligibility date.
If you qualify for immediate vesting in the ORP plan (see guide for details), be sure to attach a copy of a
recent statement from your previous retirement plan to the Election of Retirement Option form.
Immediate vesting will not be established for you until you furnish this statement to the Benefits Office.
IMPORTANT NOTES
• Your retirement plan election at time of employment is irrevocable. This will be your retirement plan for
the duration of your employment at the University.
• All four steps must be completed by the 30th day of your election period.
If all four steps are not completed within the 30-day election period, your election will irrevocably be
defaulted to the Arizona State Retirement System Plan.