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Employee Benefit Forms

Most of your initial enrollment in benefits and changes will take place in your employee 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

FORMAT FORM DESCRIPTION
PDF 2020 OSU/A&M System Employee Benefits Enrollment Guide Contains detailed information about your employee benefit program.
DOC 2020 SRA Salary Reduction Agreement 403(b)-457(b) Complete this form to start or stop a payroll deduction for your voluntary retirement account.  link to: SRA Comparison Information
PDF Catapult 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.
PDF Catapult 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.
URL Chard Snyder Flex Reimbursement Form Chard Snyder flexible spending participants can file for reimbursement by following the link to the Forms and Resources page.
PDF Life Insurance-Beneficiary Change Form Use this form to designate or update your OSU life insurance beneficiary information.  
PDF Life Insurance-Retiree Beneficiary Change Form Retiree's complete this form to ensure OSU life coverage and/or health insurance will continue uninterrupted.
PDF OSU Outstanding Wages Beneficiary Form This form is used to designate a beneficiary for outstanding wages.
PDF OSU Retirement Election Agreement An irrevocable election agreement to participate in the Oklahoma Teachers' Retirement System or the Alternate Retirement Plan.
PDF OTRS Beneficiary Form Active and non-retired members of OTRS complete this form to update or make changes to your beneficiary designation.
PDF OTRS Personal Data Form Active or non-retired members will use this form for enrollment, name change, return, position change, district transfer, or address change.
PDF TIAA Beneficiary Change TIAA information and form to designate or update your TIAA account beneficiaries.
PDF TIAA Change of Address Form TIAA form to authorize and communicate a change of address for your account.
PDF Tobacco Affidavit Form All employees must complete this form annually to confirm non-tobacco use.
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