• Note: Employees with J-1 or F-1 status who are considered resident aliens for tax purposes are required to participate in a retirement plan. If considered non-resident aliens for tax purposes, they are not eligible to participate in a retirement program. Contact the HRM Office for details.
  

Are you on a REGULAR appointment or a TEMPORARY appointment?

REGULAR	TEMPORARY
Academic or Non-classified employee     Appointment exceeds two years Effort is greater than 50% of full-time May not have F-1 or J-1 status	Academic or Non-classified Employee Appointment is less than or equal to 2 years (If appointment is greater than 2 years, effort must be less than or equal to 50% of full-time)

• Instructions for Completing Retirement Enrollment Forms (Regular)
  
  
• TRSL vs ORP - How Do I Choose?
  
  
• Teachers' Retirement System of Louisiana (TRSL)
1. TRSL Benefits Handbook
2. Enrollment Application (Form 2)
3. Designation of Beneficiary (Forms 3 and 3S)
4. SSA-1945 (TRSL) - Statement Concerning Employment in a Job Not Covered by Social Security
   
   
• Optional Retirement Plan (ORP)
1. ORP Enrollment Application (Form 16)
2. SSA-1945 - Statement Concerning Employment in a Job Not Covered by Social Security
3. Carrier Options -      (Contact information for each carrier can be found HERE.  You are encouraged to contact the carrier's representative to discuss ANY questions you may have regarding your decision.  Once you have chosen a carrier, contact that carrier to fill out enrollment paperwork.)
• VALIC
• ING              
• TIAA-CREF

Temporary or Part-time Appointments - Employees on Temporary or Part-Time Appointments will have the option of enrolling in either Social Security, the Optional Retirement Plan (ORP) or the Louisiana Deferred Compensation Plan (LDCP). Helpful information on retirement choices can be found in the Schedule of Employee Benefits.  New employees must be provided with all forms to determine which program will better suit their needs. Please read and follow the instructions.

Forms - Temporary / Part-time Appointments

• Instructions for Completing Retirement Enrollment Forms (Temporary / PT)
  
  
• Social Security
1. Retirement Election Form
   
   
• Optional Retirment Plan (ORP)
1. Retirement Election Form
2. Enrollment Application (Form 16)
3. SSA-1945 - Statement Concerning Employment in a Job Not Covered by Social Security
4. Carrier Options - (Contact information for each carrier can be found HERE. You are encouraged to contact the carrier's representative to discuss ANY questions you may have regarding your decision.  Once you have chosen a carrier, contact that carrier to fill out enrollment paperwork.)
• VALIC
• ING
• TIAA-CREF
  
  
• Louisiana Deferred Compensation Plan (LDCP)
1. LDCP Website      (Contact information for the carrier can be found HERE.  You are encouraged to contact the representative to discuss ANY questions you may have regarding your decision.)
2. Retirement Election Form
3. From THIS WEB PAGE  you will need the following forms: Enrollment Application and Salary Deferral Agreement.
4. SSA-1945 - Statement Concerning Employment in a Job Not Covered by Social Security