Get Orp Enrollment Checklist

Filling out the ORP Enrollment Checklist is an essential step for employees looking to participate in the Optional Retirement Plan. This guide provides clear and supportive instructions to help you complete the checklist online efficiently.

Follow the steps to complete your ORP Enrollment Checklist effectively.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering your personal information in the designated sections. Fill in your Employee Name, Date, Institution, Campus, Employee Identification Number, and Social Security Number in the appropriate fields.
3. Proceed to Section I, where you will confirm your eligibility. Fill in your Position Title, Job Code, Job Family Code (if applicable), Date of Hire, and select your Years of Creditable Service by checking the appropriate box.
4. Continue to the Eligibility Notice section. Provide the Effective Date of ORP Eligibility, End of 90-calendar-day Election Period, Date Notice of Eligibility Sent, and the Date Summary Plan Description and Provider Enrollment Kits were sent.
5. Move on to the Enrollment Forms Control section. Record the Date Provided to Employee for each form, the Form itself, the Date Received from Employee, and the Date Completed Form Sent to BHE for each related document.
6. Navigate to the Recording Enrollment section. Enter the Plan Entry Date, noting that this date is the first day of the payroll period following receipt of all completed forms. Additionally, provide the Date ORP Participation Code was entered in the payroll system and indicate the Basic Contribution Rate by checking the corresponding box.
7. Lastly, fill in the Benefits Administrator Information section. The designated Benefits Administrator needs to print their name, sign the document, and provide their telephone number and email address.
8. Once you have completed the form, ensure that all information entered is accurate. You can then save your changes, download the document, print it, or share it as needed.

Complete your ORP Enrollment Checklist online today for a seamless enrollment experience.