After you have submitted the Request for Employment Packet form to the HRM Office and received the email stating which forms are required, print out the required forms for each folder and provide to your new employee for completion.  There are two options below, Regular and Temporary.

• Note:  Employees with J-1 or F-1 status who are considered resident aliens for tax purposes are required to participate in either Social Security or the Louisiana Deferred Compensation 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.
  

If the appointment meets the entire list of enrollment requirements listed directly below, it is a Regular Appointment.  Click Here for retirement information that applies to this type of appointment.

• 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

Regular Appointments - Employees on Regular Appointments will have the option of enrolling in either the Teachers' Retirement system of Louisiana (TRSL) or the Optional Retirement Plan (ORP).  New employees must be provided with all forms to determine which program will better suit their needs.  Please read and follow the instructions.
   

• 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. Carriers to Choose From
• 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).  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 -
   
• VALIC
• ING
• TIAA-CREF
  
  
• Louisiana Deferred Compensation Plan (LDCP)
1. LDCP Website
2. Retirement Election Form
3. Enrollment Application
4. LDCP Participant Agreement
5. SSA-1945 - Statement Concerning Employment in a Job Not Covered by Social Security