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Enroll in the plan

Congratulations on deciding to enroll in your Ohio State University System retirement plan!

Get started

Enrolling in your retirement plan has never been easier. Simply determine how much you can start to save for retirement today and where we should invest your contributions.

Before you begin the enrollment process, please be sure to complete these initial steps:

  • Carefully read the educational and informational materials you’ve been provided
  • Review and make your investment choices
  • Determine your beneficiary

Alternative Retirement Plan (ARP) enrollment

If you are eligible for the ARP, you may enroll in the plan in lieu of OPERS or STRS. You must make this election within the first 120 days from your date of eligible appointment. To make your election, you will need to complete and return the Retirement Program Election Form (PDF) to Human Resources by the required deadline.

Supplemental Retirement Account (SRA) enrollment

You may enroll in the SRA at any time during eligible employment by signing in to eBenefits , or completing the SRA Salary Reduction Agreement.

Remember to print your confirmation statement. Paper forms must be accurately completed and received by OHR Benefits by the required deadline. 

Once you’ve completed the enrollment process, go to
LincolnFinancial.com to register for online account access and manage your investments.

Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components, and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. The annuity’s value fluctuates with the market value of the underlying investment options, and all assets accumulate tax-deferred. Withdrawals of earnings are taxable as ordinary income and, if taken prior to age 59½, may be subject to an additional 10% federal tax. Withdrawals will reduce the death benefit and cash surrender value.

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable variable annuity prospectus contains this and other important information about the variable annuity and its underlying investment options. Please call 800‑4LINCOLN (800‑454‑6265) for a free prospectus. Read it carefully before investing or sending money. Products and features are subject to state availability.

Multi-Fund® variable annuities (contract numbers 18829, 18831, 25982, 28645, 28883, 30070-B, and state variations) are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.

Some investment options may not be available in all states and your employer may restrict the availability of some investment options. The investment return and principal value of an investment will fluctuate so that when withdrawn from the contract it may be worth more or less than the original cost.

There is no additional tax-deferral benefit for an annuity contract purchased in an IRA or other tax-qualified plan. Not for use in New York.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY and their applicable affiliates (collectively referred to as “Lincoln”). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products and services.