Optional Retirement Plan for Higher Education: Your MissionSquare Retirement Retirement Record-Keeping Solution

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Forms

Account Updates | Distributions |  Incoming Rollovers | Account Access | VRS Forms

Account Updates
Description Download
Beneficiary Designation
Log in to choose or change the designated beneficiary for your account. This will ensure an immediate update to your beneficiary information.		 Login
Distributions
Description Download
Distribution Request
Log in to your account and select Withdrawals to request a full, partial, installment, or required minimum distribution (RMD) from your account.		 Login
In-Service Distribution Request Form
Log in to your account and download the In-Service Distribution Request Form to request:
  • a withdrawal from money that was previously rolled into the plan from another retirement plan, or
  • an age 70.5 withdrawal
 Login
Workforce Transition Act (WTA) Distribution/Rollover Request Form
Log in to your account and download the Workforce Transition Act (WTA) Distribution/Rollover Request Form if you have separated employment and are receiving benefits under WTA.		 Login
Direct Rollover/Transfer Request Form
Log in to your account and download the Direct Rollover/Transfer Request Form to request a rollover or transfer from the plan.		 Login
Beneficiary Claim Request Form
This form is used by beneficiaries to claim account assets when a participant has passed away.		 PDF document View
IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments
Use this form if you would like to change your tax withholding on your distribution.		 PDF document View
Incoming Rollovers
Description Download
Incoming Rollovers
Use this form to request a direct rollover of your assets from your previous employer's retirement plan (401(a), 401(k), Governmental 457(b), 403(b), Federal Thrift Savings) to your Optional Retirement Plan for Higher Education. 		 PDF document View
Account Access
Description Download
Information Release Authorization
Use this form to authorize a third party to obtain information regarding your account. Please note that it does not authorize this individual to conduct transactions on your behalf.		 PDF document View
VRS Forms
Description Download
Notice of Return to Covered Employment
This form is completed when you return to a position covered under VRS.		 PDF document View
Termination Certification Form
This form is used to certify your employment status after terminating your Optional Retirement Plan employment. Do not use this form to request a distribution. Instead, contact your investment provider for a distribution form.		 PDF document View

Account Access
Defined Contribution Log-in: