Get Arizona University System

This guide provides a comprehensive overview of how to fill out the Arizona University System Optional Retirement Plan (ORP) form online. It aims to equip users with the necessary steps to navigate the enrollment process smoothly and effectively.

Follow the steps to complete your Arizona University System enrollment.

1. Use the 'Get Form' button to retrieve the appropriate ORP form and access it in your preferred editor.
2. Review the eligibility requirements outlined in the form. Ensure you are eligible to participate in the ORP or the ASRS plan within the given time frame.
3. Select between the ORP and ASRS plan based on your employment category. If you are eligible for both, make an informed choice for your retirement by considering the benefits of each plan.
4. If selecting the ORP, provide your information to open an account with either Fidelity Investments or TIAA-CREF, including your investment allocation preferences.
5. Complete the required enrollment with your University. This process may involve visiting your University's HR webpage and filling out any additional documentation specific to your institution.
6. Submit your completed form within the 30-day election window following your eligibility notification. Be mindful that failure to do so risks automatic enrollment in ASRS.
7. Once enrolled, you can manage your retirement account directly through your chosen investment provider's platform.
8. At the conclusion of the process, ensure you save changes to your document, download a copy for your records, and consider sharing the form with your partner or relevant parties.

Start your enrollment process online today to secure your future with the Arizona University System.