Forms for Enrolling in the Optional Retirement Program (ORP)

These are the forms required (and instructions) for an eligible employee to enroll in the Optional Retirement Program (ORP / defined contribution plan) within their 180-day eligibility period. This package also includes the request to roll funds from the MA State Employees' Retirement System (MSERS / defined benefit program / pension plan) to the ORP in the case that the employee has funds in MSERS and wishes to roll those to the ORP.