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How to enroll

Enrolling in your retirement plan is easy!

SUS Optional Retirement Plan (SUS ORP) -- New participants 

If you are a new participant and would like to enroll in your ORP, you must follow the detailed instructions below: 

Step#1:

First, you must complete and turn in the State retirement forms.  

  • Access the State of Florida website to download the form. Scroll down to the bottom of the web page for forms. 
  • Depending on your status, complete one of these forms and follow the processing instructions:  
    • ORP Enroll-1 (For new participant enrollment)
    • ORP Change-1(Form to change approved vendor ie. if you want to enroll with VALIC but are currently using another provider)

Step#2:

Once you have completed Step #1, you will need to set up your account online with the help of a VALIC financial advisor or an Enrollment Specialist. 

Step#3:

Once you have completed Step #2, you may enroll in your ORP online . You may enroll with the help of your financial advisor, Enrollment Specialist or on your own. Access the link below to enroll. 

Enroll in your optional retirement plan


SMS Optional Annuity (SMS OAP) -- New participants 

If you are a new participant and would like to enroll in your SMS OAP, you must follow the detailed instructions below: 

Step#1:

First, you must complete and turn in the State retirement forms.  

  • Access the State of Florida website to download the form. Scroll down to the bottom of the web page for forms. 
  • Depending on your status, complete one of these forms and follow the processing instructions:  
    • SMS-1 (For new participant enrollment)
    • OAP-Change (Form to change approved vendor ie. if you want to enroll with VALIC but are currently using another provider)

Step#2:

Once you have completed Step #1, you will need to set up your account online with the help of a VALIC financial advisor or an Enrollment Specialist. 

Step#3:

Once you have completed Step #2, you may enroll in your SMS OAP online . You may enroll with the help of your financial advisor, Enrollment Specialist or on your own. Access the link below to enroll. 

Enroll in your optional annuity plan