ORS Form R0311C PDF Details

If you are eligible for a pension and married, you and your spouse must complete the Refund Certification and Spousal Waiver (R0902C).

Withholding: if you choose option 1 or 3, the taxable portion of any amount paid directly to you will be subject to mandatory 20% federal income tax withholding.

Section V: read all instructions and appear before a notary public before signing.

Plan administrator: if you chose option 2 or 3, your plan administrator must complete Section II.

Employer certification: to be completed by the payroll office of the applicant's last employer, only if employment ended within the last 6 months.

QuestionAnswer
Form NameORS Form R0311C
Form Length7 pages
Fillable?Yes
Fillable fields47
Avg. time to fill out8 min
EditionRev 8/2026
Issuing agencyDepartment of Technology, Management & Budget
Other namesR0311C, ORS R0311C, ORS refund application, Michigan ORS refund form, Refund Application for Public School Employees
Official sourceR0311C (Rev. 8/2026), Department of Technology, Management & Budget