Contact/Directory Information

Phone, Address, & Website of Retirement Resources

Public Employees Retirement System (PERS)

PERS website
Request Written Benefit Estimate
Retirement Forms – Tier 1 and Tier 2 members
Retirement Forms – OPSRP members
Tier 1 – One Time Transfer Variable Transfer
Beneficiary, Withdrawal, Disability, etc. - Tier 1, Tier 2, OPSRP, IAP

Optional Retirement Plan (ORP)

ORP website
PERS – ORP Election Form
PERS Transfer Form
Change of Investment Company

Retirement Savings

Oregon Public Universities Tax Deferred Investments (TDI) website
Tax Deferred Investment (403b) Salary Reduction Agreement (.pdf file)
Oregon Savings Growth Plan
Oregon Savings Growth Plan (457) Forms
Oregon Savings Growth Plan – Make Change to Monthly Contribution

ORP & TDI Providers

Fidelity
TIAA

VALIC

Health Insurance – PEBB (Non-Medicare)

PEBB Retiree Coverage
PEBB Retiree Health Insurance Application
PEBB Retiree Pay Type Option Form - submit with PEBB Retiree Application

Health Insurance – National Healthcare (Non-Medicare)

OregonHealthcare.gov (Oregon Insurance Marketplace)
Healthcare.gov (other states)
PERS Health Insurance Program Non-Medicare & Medicare Plans (PERS & OPSRP members only)
PERS Health Insurance Program website
PERS Health Insurance Plans
PERS Health Insurance Forms

Medicare & Social Security

Medicare
SHIBA – Senior Health Insurance Benefits Assistance, State of Oregon Department
Social Security
Full Social Security Age