Applying for Retirement
Information about insurance, taxes, and electronic funds transfer (direct deposit) is provided to you during the application process. You should submit your retirement application forms to ORS between 30 and 90 days before your retirement effective date. In order for your first pension payment to be issued in the month of your retirement effective date, we must receive your application at least 30 days prior to your retirement effective date. Pension payments will not be made retroactively.
Note: Don't forget to notify the State Court Administrative Office regarding your termination.
What you will need:
ORS cannot process your retirement until you submit a complete, error-free application, consisting of the following documents.
Judge's Retirement Application (R0169B)
- Income Tax Withholding Authorization (R0012X-P)
Use this to change the federal and Michigan income tax withholding on your retirement pension.
- Direct Deposit Application for Pension Recipients (R0277X-P)
All pension payments will be made electronically. Complete this application to have your monthly pension deposited electronically to your financial institution(s).
- Insurance Enrollment/Change Request (R0452B-P)
Use this form to enroll in one or more of the retirement system insurance plans, change from one health plan to another, or add, delete, or change a name for anyone on your existing insurance coverage. Also use this form to notify ORS if you or any of your covered dependents become eligible for Medicare or other health, dental, vision or prescription group insurance coverage.
- Life Insurance Beneficiary Designation (R0782GHB)
If applicable: Use this form if you want to designate a different beneficiary from any previous beneficiaries. This form must be notarized.
You'll also need to 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 government issued marriage
- 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
- 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.
Note: Write your name on all documents and proofs. Do not mail in
original documents, as they will not be returned.