How to Enroll in UCF Retirement Plans Florida Retirement System (Employer-sponsored) Optional Retirement Program (Employer-sponsored) Voluntary Contributions (Employee-sponsored) Instructions on Completing Enrollment Forms Resources Provided by UCF Benefits Section, Office of Human Resources

UCF Benefits Section 2 Florida Retirement System Pension Plan –USPS Employees are automatically enrolled –A&P/Faculty must submit a Retirement Plan Choice form ( ORP-16 ) ORP-16 Complete pages 1 & 5 Submit forms to Human Resources

UCF Benefits Section 3 Florida Retirement System Investment Plan –USPS employees will receive an enrollment packet in the mail approximately 60 days after date of hire. A&P/Faculty employees must complete Retirement Plan Choice Form ( ORP-16 ) enrolling in the FRS Pension Plan. ORP-16 Submit to Human Resources Investment Plan enrollment packet will be mailed to home address. –Employees will be directed contact MyFRS Guidance Line, for investment options. MyFRS Guidance Line –Employees have until the last business day of the 5 th month following their date of hire to enroll.

UCF Benefits Section 4 Optional Retirement Program Available for A&P/Faculty employees Must enroll within 90-days of date of hire (after 90-days, employees are placed in the FRS Pension Plan) Complete Retirement Plan Choice Form ( ORP-16 ) ORP-16 Complete pages 1, 4 & 5 Complete company application from one or more of the following companies: AIG VALIC, ING Aetna, Jefferson National, MetLife Investors, TIAA CREF Submit all forms together to Human Resources

UCF Benefits Section 5 Voluntary Contributions Available to all UCF employees Employees have the option of contributing their own money to a 403(B), 403(B)(7) and/or 457 (all pre-tax contributions) and ROTH 403(b) (post-tax contributions) No enrollment deadline Can make changes at anytime Complete a Salary Reduction Agreement and a copy of Company Application Submit forms to Human Resources

UCF Benefits Section 6 Voluntary Contributions, cont. ORP Member making change to ORP voluntary contribution – must submit a Salary Reduction Agreement and an ORP-16A. Salary Reduction Agreement ORP-16A ORP Member making change to TSA voluntary contribution – must submit a Salary Reduction Agreement. Salary Reduction Agreement. Non-ORP member making change to TSA voluntary contribution – must submit a Salary Reduction Agreement. Salary Reduction Agreement. ORP/Non-ORP members changing/adding investment companies – must submit a copy of the company application. Submit all forms to Human Resources 457 members making changes to their accounts, must contact their 457 providers or the Bureau of Deferred Compensation, Bureau of Deferred Compensation

UCF Benefits Section 7 ORP-16

UCF Benefits Section 8 ORP-16 (Page 1) ImKnightA X Select #1 for ORP or #2 for FRS Pension Plan Enrollment in #3 or #4 must go through the FRS Guidance Line.

UCF Benefits Section 9 ORP-16 (Page 4) If enrolling in the ORP, UCF will contribute an amount equal to 10.42% of the employee’s gross salary. The employee must select an ORP company and note the percentage amount on the corresponding line (must be equal to 10.42%). Employees have the option of contributing up to 10.42% to an ORP company in addition to the employer’s contribution. List the desired percentage amount on the corresponding line (not to exceed 10.42%). The company does not have to be the same one used for the employer contribution.

UCF Benefits Section 10 ORP-16 (Page 5) Im A. Knight 5/1/ Please complete the form with a signature, completion date and phone number; address is not required.

UCF Benefits Section 11 ORP-16A

UCF Benefits Section 12 ORP-16A* Im A. Knight1/1/07F Im A. Knight 5/1/07 *This form is only needed for employees making a change to their current ORP accounts (employer and/or employee). Entries will always equal 10.42% regardless of change made. Box may not change depending on submission of form. Entries cannot exceed 10.42%. Employees may start/stop/change amounts at anytime of the year. List the name(s) of the provider company.

UCF Benefits Section 13 Salary Reduction Agreement Non ORP Participants Employee’s Name Paycheck for contributions to begin Paycheck Dates Paycheck Dates Bi-weekly contribution amount (listed as dollar amount or percent) Check original form submission or amended form

UCF Benefits Section 14 Salary Reduction Agreement ORP Participants Check original form submission or amended form Employee’s Name Paycheck for contributions to begin Paycheck Dates Paycheck Dates List bi-weekly contribution as percent (max. contribution amount is 10.42%) This section is to be completed by employees enrolling in a non-ORP account and/or contributing more than 10.42% to an ORP provider

UCF Benefits Section 15 Resources For retirement information and a list of TSA investment providers, please view Retirement Section of Human Resources Online. Retirement Section For questions/assistance, please contact the UCF Benefits Section at or