How to Apply

Once you have made your decision to retire, you may apply online by logging into miAccount and navigating to Apply for Retirement. You may also download the retirement packet from our Publications and Forms section, or you may contact ORS to have one mailed to you. Remember, you need to submit your completed retirement application forms at least one to three months before your retirement effective date.

What You Will Need

The retirement application packet will include forms and information regarding insurance, taxes, and electronic funds transfer so you can have direct deposit.

Be sure to fill out the forms completely and accurately. If you submit incomplete or unsigned forms, your pension may be delayed.

In addition to the forms in the retirement packet, you will need to provide the following:

• Proof of insurance dependent's eligibility. If you enroll dependents under your insurance plan, you must provide proof of age. If you are enrolling a child for whom you are the legal guardian, you must provide legal guardianship papers. For children who are 19 or older, we will need a copy of your tax returns to verify your child's dependency and a copy of school records reflecting attendance standards.

If your dependent is a disabled child age 19 or older, proof of dependency must be submitted along with a letter from the attending physician stating the child is disabled and incapable of self-sustaining employment.

• HMO application. The packet includes an enrollment form for the State Health Plan PPO, but if you are enrolling in one of the HMOs you will need to contact the HMO for an enrollment form. (Submit the enrollment with your retirement application. ORS will arrange for premium deductions from your pension and then forward the information to the HMO.)