How to Apply

Use miAccount to apply for retirement - five simple steps and you're done!

Information about insurance, taxes, and electronic funds transfer (direct deposit) is provided to you during the application process. You should submit your completed retirement application to ORS at least three months, but not more than six months, before 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 until you submit a complete, error free application. Make sure all forms requiring notarization are signed in the presence of a notary public. You must also sign the Retirement Checklist page and return it to ORS along with all required documents.

You'll need to also provide the following:

• Proof of marriage. To name your spouse as pension beneficiary and/or enroll him/her in your insurances, you must provide a copy of your marriage certificate.
• Proof of age. See proving your age for the list of proofs we can accept. If you elect a survivor option, you will also need to furnish proof of your beneficiary's age.
• 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 enrolled at least half time in an accredited educational institution.
  
  If your dependent is a disabled child age 19 or older, we'll also need a current letter from the attending physician stating the child is totally and permanently 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 disability and proof of dependency.
• Insurance Information. For anyone covered under another plan, including Medicare, who is enrolling in health insurances, 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.
• Social Security Statement. If you elect the equated plan, you must provide a recent statement from the Social Security Administration that estimates your full retirement age benefit. To obtain your estimate, you'll need to visit your local Social Security Administration office and ask for documentation of your age 65 benefit amount.

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