Form preview

Get the free or Optional Retirement Program (ORP)

Get Form
Request for Withdrawal from 403(b)/Sheltered Annuity (TSA) or Optional Retirement Program (ORP) Annuities are issued by Prudential Annuities Life Assurance Corporation (PALACE), a Prudential Financial,
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign or optional retirement program

Edit
Edit your or optional retirement program form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your or optional retirement program form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing or optional retirement program online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps below to benefit from a competent PDF editor:
1
Log in to account. Start Free Trial and sign up a profile if you don't have one.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit or optional retirement program. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
With pdfFiller, dealing with documents is always straightforward. Try it now!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out or optional retirement program

Illustration

How to fill out or optional retirement program

01
To fill out the optional retirement program, follow these steps: 1. Gather all necessary documentation, such as identification and employment details. 2. Research the available retirement program options and choose one that suits your needs. 3. Fill out the application form with accurate and up-to-date information. 4. Review the completed form for any errors or missing information. 5. Submit the form through the designated process or to the appropriate authority. 6. Keep a copy of the filled-out form and any supporting documents for your reference and records.

Who needs or optional retirement program?

01
Anyone who wants to plan for their retirement and have additional financial security may consider joining an optional retirement program. It is particularly beneficial for individuals who may not have access to a pension plan through their employer or who want to supplement their existing retirement savings. This program is open to employees, self-employed individuals, and anyone who wants to save for retirement in a tax-advantaged manner.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
44 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

It's easy to use pdfFiller's Gmail add-on to make and edit your or optional retirement program and any other documents you get right in your email. You can also eSign them. Take a look at the Google Workspace Marketplace and get pdfFiller for Gmail. Get rid of the time-consuming steps and easily manage your documents and eSignatures with the help of an app.
When you're ready to share your or optional retirement program, you can swiftly email it to others and receive the eSigned document back. You may send your PDF through email, fax, text message, or USPS mail, or you can notarize it online. All of this may be done without ever leaving your account.
You can. With pdfFiller, you get a strong e-signature solution built right into your Chrome browser. Using our addon, you may produce a legally enforceable eSignature by typing, sketching, or photographing it. Choose your preferred method and eSign in minutes.
The optional retirement program is a retirement plan that allows employees to make contributions towards their retirement savings in addition to any employer-sponsored retirement plans.
Employees who wish to participate in the optional retirement program are required to file and enroll in the program.
Employees can fill out the optional retirement program enrollment form provided by their employer and choose their contribution amounts and investment options.
The purpose of the optional retirement program is to allow employees to save for retirement and supplement their other retirement savings plans.
Employees must report their personal information, contribution amounts, and investment selections on the optional retirement program enrollment form.
Fill out your or optional retirement program online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.