HRM Forms - Retirement

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Retirement Forms by Name (in alphabetical order) Instructions or Information about form
403(b) Enrollment with Voya *Contact Voya Representative Supplemental Retirement
403(b) Enrollment with MetLife *Contact MetLife Representative Supplemental Retirement
403(b) Enrollment with VALIC *Contact VALIC Representative Supplemental Retirement
403(b) or Roth 403(b) Enrollment Guide with Fidelity  
457(b) or Roth 457(b) Address, Name, or Information Change Form Supplemental Retirement
457(b) or Roth 457(b) Beneficiary Designation/Change Form Supplemental Retirement
457(b) Quick Enrollment Form & SDA *see instruction column Use this form if selecting a 457(b) in lieu of Social Security.
457(b) or Roth 457(b) Salary Deferral Agreement & Enrollment form Use this form if enrolling in a supplemental 457(b) or Roth 457(b) plan.
457(b) or Roth 457(b) Separation Distribution form Use this form if separating and wish to apply for distribution/rollover.
Authorization Agreement for ACH Insurance Deductions (Retirees only) Retirees
LASERS Address Change for Active Employees LASERS Retirement
LASERS Beneficiary Change Form LASERS Retirement
LASERS Name Change for Active Employees LASERS Retirement
LASERS Refund Form LASERS Retirement
LASERS Rehired Retiree Information and Acknowledgment Form Used by a LASERS retiree upon returning to work regarding retirement options.
Louisiana Deferred Compensation Address, Name, Information Change Form DCCL Retirement
Louisiana Deferred Compensation Beneficiary Designation/Change Form DCCL Retirement
Louisiana Deferred Compensation Enrollment Form DCCL Retirement
Louisiana Deferred Compensation Salary Deferral Agreement DCCL Retirement
ORP Enrollment with Voya *Contact Voya Representative ORP Retirement
ORP Enrollment with TIAA CREF Form *See Instruction column This form must be submitted with the ORP Enrollment Form.
ORP Enrollment with VALIC *Contact VALIC Representative ORP Retirement
ORP Rehired Retirees Information and Acknowledgment Form Used by an ORP retiree upon returning to work regarding retirement options.
TIAA CREF ORP Enrollment Form *See Instruction column This form must be submitted with the ORP Enrollment Form.
TRSL Address Change for Active Employees TRSL Retirement
TRSL Address Change for Retirees TRSL Retirement
TRSL Beneficiary Designation/Change Form TRSL Retirement
TRSL Name Change for Active Employees TRSL Retirement
TRSL Refund Request Form TRSL Retirement
TRSL Rehired Retirees Information and Acknowledgment Form Used by a TRSL retiree upon returning to work regarding retirement options.
TRSL Rehired Retirees Return-to-Work Notification Used for retirees who return to work in a TRSL-eligible position.

 

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Form directions and/or additional information are provided in the Instructions or Information column or within the form.

Forms that are submitted to HRM can be scanned and emailed (unless original documents are required for processing) to hr@lsu.edu or sent via campus mail to 110 Thomas Boyd Hall.

For assistance, please contact an HR Generalist at 225-578-8200 or  hr@lsu.edu.