ORP Eligibility Questionnaire

Overview

Select your response to each question below to determine what action to take regarding ORP Eligibility: Download the Reference Guide Aid for more information

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Select your response to each question below to determine what action to take regarding ORP Eligibility:

Was the employee in their ORP Eligible Position at 100% for at least 4.5 Months?

Yes

Is the employee's new position considered to be benefit eligible (50% for 4.5 months)?

Yes

Is the employee's new position type ORP Eligible?

Yes

Has the employee Vested in ORP?

Yes

Required Action
None.

Required Action
Drop ORP. Employee will not contribute to TRS or ORP.

Required Action
Drop ORP. Enroll in TRS. Add ORP Waived ID. Add ORP Non-Vested Funds ID.

Required Action
Need to check for Principal Activity Requirement - contact SBA for assistance.

Required Action
Drop ORP. Enroll in TRS. Add ORP Waived ID. Add ORP Non-Vested Funds ID.

Required Action
Drop ORP.

Required Action
Drop ORP. May need to add ORP Non-Vested Funds ID.*

Download the Reference Guide Aid for more information