How to Apply

miAccount is the fastest and easiest way to apply for retirement - five simple steps and you're done! You can also use an Application for Retirement or DROP (R0732H) to apply, however the preferred method is to apply with miAccount. Each application method provides information about insurance, taxes, and electronic funds transfer (direct deposit). You must submit your completed retirement application to ORS at least 30 days, but no more than 90 days, prior to your retirement effective date.

Note: Don't forget to notify your human resource office of your termination.

What you will need

ORS cannot process your retirement without a complete, error-free application. Make sure all forms requiring notarization are signed in the presence of a notary public. If you complete a retirement application through miAccount, you must sign the Retirement Checklist page and return it to ORS along with all required documents.

Whether you apply online with miAccount or submit paper forms, you'll need to also provide the following:

• Proof of marriage. You must provide a photocopy of your marriage certificate.
• Proof of age. See Proving your Age for the list of proofs we can accept.
• Proof of dependent's insurance eligibility. If you enroll dependents under your insurance plan, you must provide photocopies of birth certificates as proof of age and relationship; court orders to prove legal guardianship; and to prove legal adoption during adoption proceedings, a sworn statement with the date of placement or a court order verifying placement is required. For any child age 19 or older, we will also need tax returns as proof of dependency and school records to prove the child is regularly attending school.

If your dependent is a disabled child age 19 or older, we'll need a current letter from the attending physician stating the child is disabled and incapable of self-sustaining employment, along with any medical records or reports that substantiate the disability and confirm the child became disabled before age 19. In addition, every year you may be asked to furnish proof of incapacitation and dependency.

• Insurance information. For anyone covered under another plan, including Medicare, who is enrolling in health insurance, include that plan's information as requested on the retirement application.
• HMO application. The retirement application allows you to enroll in the State Health Plan and dental/vision plans, but if you are enrolling in one of the HMOs you will need to contact the HMO for an enrollment form. Submit the enrollment form with your retirement application documents. ORS will arrange for premium deductions from your pension and then forward the information to the HMO.

Note: Write your name and Member ID on all documents and proofs. Do not mail in original documents, as they will not be returned.