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Human Resources

Employee Benefit Forms

Most of your initial enrollment in benefits and changes will take place in the employee self-service portal, my.okstate.edu. However, some benefit vendors require forms to be completed. Other forms include claims forms and personal information updates with OSU or benefit vendors.


Employee Benefit Forms

FORMATFORMDESCRIPTION
PDFOSU/A&M System Employee Benefits Enrollment GuideContains detailed information about your employee benefit program.
DOCSRA Salary Reduction Agreement 403(b)-457(b)Complete this form to start or stop a payroll deduction for your voluntary retirement account.
PDFCatapult Primary Care Provider Form Use this form if your PCP provides your health screening and you wish to receive the incentive for participation in the Oklahoma State University checkups.
PDFCatapult Health Exemption Form If you were not able to receive a Catapult Health Preventive Checkup this year because you were pregnant or delivered within the last 60 days, you may have your OB/GYN complete this form.
URLChard Snyder Flex Reimbursement Form Chard Snyder flexible spending participants can file for reimbursement by following the link to the Forms and Resources page.
PDFLife Insurance-Retiree Beneficiary Change Form Retiree's complete this form to ensure OSU life coverage and/or health insurance will continue uninterrupted.
PDFOSU Outstanding Wages Beneficiary Form This form is used to designate a beneficiary for outstanding wages.
PDFOSU Retirement Election Agreement An irrevocable election agreement to participate in the Oklahoma Teachers' Retirement System (OTRS) or the Alternate Retirement Plan.
PDFOTRS Beneficiary Form Active and non-retired members of OTRS complete this form to update or make changes to your beneficiary designation.
URLTIAA Beneficiary ChangeBeneficiary designation information can be found here.