Common use of Employee Name Clause in Contracts

Employee Name. Effective for amounts paid on or after the first day of the month after ORU receives this completed Agreement, the Employee’s compensation (as defined for Plan purposes) will be reduced by the amount(s) indicated below. ORU will contribute such amount(s) on the Employee’s behalf to annuity contracts and/or mutual funds available under the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the Plan). The Employee is responsible to allocate Plan contributions amount among the available investment options under the Plan. This Agreement revokes and supersedes all prior agreement of a similar nature. NOTE: The minimum permitted annual deferral contribution is $200. Pre-Tax Deferral Percentage: % ▇▇▇▇ (After Tax) Deferral Percentage: % Total (Pre-Tax + ▇▇▇▇): % I am age 50 or over. My contribution elections above take into account the age 50 catch-up contribution that is available to me for this calendar year; 2024 maximum catch-up is $7,500. (combined year maximum is $30,500) I have completed 15 or more years of full-time equivalent service with ORU. My contribution elections above take into account the special Code Section 403(b) catch-up contribution that is available to me for this calendar year (annual maximum $3,500; lifetime maximum $16,000). (Your Maximum Contribution Calculation from TIAA must be attached to this form). This Agreement is legally binding and irrevocable for both ORU and the Employee with respect to amounts earned while the Agreement is in effect. However, the Employee may terminate or otherwise modify his or her elections, by providing an updated Agreement to the ORU Benefits Department. The change will be implemented as soon as administratively feasible. ORU may terminate or modify this Agreement as necessary to comply with the terms of the Plan or the requirements of the Internal Revenue Code. The contributions made pursuant to this Agreement are subject to certain contribution limitations under the Internal Revenue Code, including but not limited to the limitations under Code Sections 415 and 402(g). These limits may be reduced by contributions made on the Employee's behalf to other plans (such as other 403(b) or 401(k) plans). The Employee is responsible for determining that the amount of his/ her deferral contributions does not exceed the applicable limits. Employee Signature: Date: Oral ▇▇▇▇▇▇▇ University By: Date: To begin making deferral contributions to the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the "Plan"), you must complete the Retirement Enrollment Agreement form and return it to the ORU HR-Benefits Department, ▇▇▇▇▇▇▇ Administrative Center, ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇, Tulsa, OK 74171. You can contact the Benefits Department at (▇▇▇) ▇▇▇-▇▇▇▇ or ▇▇▇▇▇▇▇▇@▇▇▇.▇▇▇ if you have questions.

Employee Name. Effective for amounts paid on or after the first day of the month after ORU receives this completed Agreement, the Employee’s compensation (as defined for Plan purposes) will be reduced by the amount(s) indicated below. ORU will contribute such amount(s) on the Employee’s behalf to annuity contracts and/or mutual funds available under the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the Plan). The Employee is responsible to allocate Plan contributions amount among the available investment options under the Plan. This Agreement revokes and supersedes all prior agreement of a similar nature. NOTE: The minimum permitted annual deferral contribution is $200. Pre-Tax Deferral Percentage: % ▇▇▇▇ (After Tax) Deferral Percentage: % Total (Pre-Tax + ▇▇▇▇): % I am age 50 or over. My contribution elections above take into account the age 50 catch-up contribution that is available to me for this calendar year; 2024 year (2023 maximum catch-up is $7,500). (combined year maximum is $30,500) I have completed 15 or more years of full-time equivalent service with ORU. My contribution elections above take into account the special Code Section 403(b) catch-up contribution that is available to me for this calendar year (annual maximum $3,500; lifetime maximum $16,00015,500). (Your Maximum Contribution Calculation from TIAA must be attached to this form). This Agreement is legally binding and irrevocable for both ORU and the Employee with respect to amounts earned while the Agreement is in effect. However, the Employee may terminate or otherwise modify his or her elections, by providing an updated Agreement to the ORU Benefits Department. The change will be implemented as soon as administratively feasible. ORU may terminate or modify this Agreement as necessary to comply with the terms of the Plan or the requirements of the Internal Revenue Code. The contributions made pursuant to this Agreement are subject to certain contribution limitations under the Internal Revenue Code, including but not limited to the limitations under Code Sections 415 and 402(g). These limits may be reduced by contributions made on the Employee's behalf to other plans (such as other 403(b) or 401(k) plans). The Employee is responsible for determining that the amount of his/ her deferral contributions does not exceed the applicable limits. Employee Signature: Date: Oral ▇▇▇▇▇▇▇ University By: Date: To begin making deferral contributions to the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the "Plan"), you must complete the Retirement Enrollment Agreement form and return it to the ORU HR-Benefits Department, ▇▇▇▇▇▇▇ Administrative Center, ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇, Tulsa, OK 74171. You can contact the Benefits Department at (▇▇▇) ▇▇▇-▇▇▇▇ or ▇▇▇▇▇▇▇▇@▇▇▇.▇▇▇ if you have questions. Enrollment and Investment Direction with TIAA: Your contributions under the Plan are allocated to separate TIAA contracts. On the TIAA website (▇▇▇.▇▇▇▇.▇▇▇/▇▇▇), you will see two options: • ORU Retirement Plan – Employer Match: This contract receives the employer matching contributions and your deferral contributions that have been matched.

Employee Name. Effective for amounts paid on or after the first day of the month after ORU receives this completed Agreement, the Employee’s compensation (as defined for Plan purposes) will be reduced by the amount(s) indicated below. ORU will contribute such amount(s) on the Employee’s behalf to annuity contracts and/or mutual funds available under the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the Plan). The Employee is responsible to allocate Plan contributions amount among the available investment options under the Plan. This Agreement revokes and supersedes all prior agreement of a similar nature. NOTE: The minimum permitted annual deferral contribution is $200. Pre-Tax Deferral Percentage: % ▇▇▇▇ (After Tax) Deferral Percentage: % Total (Pre-Tax + ▇▇▇▇): % I am age 50 or over. My contribution elections above take into account the age 50 catch-up contribution that is available to me for this calendar year; 2024 maximum catch-up is $7,500. year (combined year 2020 maximum is $30,500) 6,500). I have completed 15 or more years of full-time equivalent service with ORU. My contribution elections above take into account the special Code Section 403(b) catch-up contribution that is available to me for this calendar year (annual maximum $3,5003,000; lifetime maximum $16,00015,000). (Your Maximum Contribution Calculation from TIAA must be attached to this form). This Agreement is legally binding and irrevocable for both ORU and the Employee with respect to amounts earned while the Agreement is in effect. However, the Employee may terminate or otherwise modify his or her elections, by providing an updated Agreement to the ORU Benefits Department. The change will be implemented as soon as administratively feasible. ORU may terminate or modify this Agreement as necessary to comply with the terms of the Plan or the requirements of the Internal Revenue Code. The contributions made pursuant to this Agreement are subject to certain contribution limitations under the Internal Revenue Code, including but not limited to the limitations under Code Sections 415 and 402(g). These limits may be reduced by contributions made on the Employee's behalf to other plans (such as other 403(b) or 401(k) plans). The Employee is responsible for determining that the amount of his/ her deferral contributions does not exceed the applicable limits. Employee Signature: Date: Oral ▇▇▇▇▇▇▇ University By: Date: To begin making deferral contributions to the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the "Plan"), you must complete the Retirement Enrollment a Salary Reduction Agreement form and return it to the ORU HR-Benefits Department, ▇▇▇▇▇▇▇ Administrative Center, ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇, Tulsa, OK 74171. You can contact the Benefits Department at (▇▇▇) ▇▇▇-▇▇▇▇ or ▇▇▇▇▇▇▇▇@▇▇▇.▇▇▇ if you have questions.

Employee Name. Effective for amounts paid on or after the first day of the month after ORU receives this completed Agreement, the Employee’s compensation (as defined for Plan purposes) will be reduced by the amount(s) indicated below. ORU will contribute such amount(s) on the Employee’s behalf to annuity contracts and/or mutual funds available under the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the Plan). The Employee is responsible to allocate Plan contributions amount among the available investment options under the Plan. This Agreement revokes and supersedes all prior agreement of a similar nature. NOTE: The minimum permitted annual deferral contribution is $200. Pre-Tax Deferral Percentage: % ▇▇▇▇ (After Tax) Deferral Percentage: % Total (Pre-Tax + ▇▇▇▇): % I am age 50 or over. My contribution elections above take into account the age 50 catch-up contribution that is available to me for this calendar year; 2024 maximum catch-up is $7,500. year (combined year 2019 maximum is $30,500) 6,000). I have completed 15 or more years of full-time equivalent service with ORU. My contribution elections above take into account the special Code Section 403(b) catch-up contribution that is available to me for this calendar year (annual maximum $3,5003,000; lifetime maximum $16,00015,000). (Your Maximum Contribution Calculation from TIAA must be attached to this form). This Agreement is legally binding and irrevocable for both ORU and the Employee with respect to amounts earned while the Agreement is in effect. However, the Employee may terminate or otherwise modify his or her elections, by providing an updated Agreement to the ORU Benefits Department. The change will be implemented as soon as administratively feasible. ORU may terminate or modify this Agreement as necessary to comply with the terms of the Plan or the requirements of the Internal Revenue Code. The contributions made pursuant to this Agreement are subject to certain contribution limitations under the Internal Revenue Code, including but not limited to the limitations under Code Sections 415 and 402(g). These limits may be reduced by contributions made on the Employee's behalf to other plans (such as other 403(b) or 401(k) plans). The Employee is responsible for determining that the amount of his/ her deferral contributions does not exceed the applicable limits. Employee Signature: Date: Oral ▇▇▇▇▇▇▇ University By: Date: To begin making deferral contributions to the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the "Plan"), you must complete the Retirement Enrollment a Salary Reduction Agreement form and return it to the ORU HR-Benefits Department, ▇▇▇▇▇▇▇ Administrative Center, ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇, Tulsa, OK 74171. You can contact the Benefits Department at (▇▇▇) ▇▇▇-▇▇▇▇ or ▇▇▇▇▇▇▇▇@▇▇▇.▇▇▇ if you have questions.

Employee Name. Effective for amounts paid on or after the first day of the month after ORU receives this completed Agreement, the Employee’s compensation (as defined for Plan purposes) will be reduced by the amount(s) indicated below. ORU will contribute such amount(s) on the Employee’s behalf to annuity contracts and/or mutual funds available under the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the Plan). The Employee is responsible to allocate Plan contributions amount among the available investment options under the Plan. This Agreement revokes and supersedes all prior agreement of a similar nature. NOTE: The minimum permitted annual deferral contribution is $200. Pre-Tax Deferral Percentage: % ▇▇▇▇ (After Tax) Deferral Percentage: % Total (Pre-Tax + ▇▇▇▇): % I am age 50 or over. My contribution elections above take into account the age 50 catch-up contribution that is available to me for this calendar year; 2024 maximum catch-up is $7,500. year (combined year 2022 maximum is $30,500) 6,500). I have completed 15 or more years of full-time equivalent service with ORU. My contribution elections above take into account the special Code Section 403(b) catch-up contribution that is available to me for this calendar year (annual maximum $3,5003,000; lifetime maximum $16,00015,000). (Your Maximum Contribution Calculation from TIAA must be attached to this form). This Agreement is legally binding and irrevocable for both ORU and the Employee with respect to amounts earned while the Agreement is in effect. However, the Employee may terminate or otherwise modify his or her elections, by providing an updated Agreement to the ORU Benefits Department. The change will be implemented as soon as administratively feasible. ORU may terminate or modify this Agreement as necessary to comply with the terms of the Plan or the requirements of the Internal Revenue Code. The contributions made pursuant to this Agreement are subject to certain contribution limitations under the Internal Revenue Code, including but not limited to the limitations under Code Sections 415 and 402(g). These limits may be reduced by contributions made on the Employee's behalf to other plans (such as other 403(b) or 401(k) plans). The Employee is responsible for determining that the amount of his/ her deferral contributions does not exceed the applicable limits. Employee Signature: Date: Oral ▇▇▇▇▇▇▇ University By: Date: To begin making deferral contributions to the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the "Plan"), you must complete the Retirement Enrollment Agreement form and return it to the ORU HR-Benefits Department, ▇▇▇▇▇▇▇ Administrative Center, ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇, Tulsa, OK 74171. You can contact the Benefits Department at (▇▇▇) ▇▇▇-▇▇▇▇ or ▇▇▇▇▇▇▇▇@▇▇▇.▇▇▇ if you have questions. Enrollment and Investment Direction with TIAA: Your contributions under the Plan are allocated to separate TIAA contracts. On the TIAA website (▇▇▇.▇▇▇▇.▇▇▇/▇▇▇), you will see two options: • ORU Retirement Plan – Employer Match: This contract receives the employer matching contributions and your deferral contributions that have been matched.

Employee Name. Effective for amounts paid on or after the first day of the month after ORU receives this completed Agreement, the Employee’s compensation (as defined for Plan purposes) will be reduced by the amount(s) indicated below. ORU will contribute such amount(s) on the Employee’s behalf to annuity contracts and/or mutual funds available under the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the Plan). The Employee is responsible to allocate Plan contributions amount among the available investment options under the Plan. This Agreement revokes and supersedes all prior agreement of a similar nature. NOTE: The minimum permitted annual deferral contribution is $200. Pre-Tax Deferral Percentage: % ▇▇▇▇ (After Tax) Deferral Percentage: % Total (Pre-Tax + ▇▇▇▇): % I am age 50 or over. My contribution elections above take into account the age 50 catch-up contribution that is available to me for this calendar year; 2024 maximum catch-up is $7,500. year (combined year 2022 maximum is $30,500) 6,500). I have completed 15 or more years of full-time equivalent service with ORU. My contribution elections above take into account the special Code Section 403(b) catch-up contribution that is available to me for this calendar year (annual maximum $3,5003,000; lifetime maximum $16,00015,000). (Your Maximum Contribution Calculation from TIAA must be attached to this form). This Agreement is legally binding and irrevocable for both ORU and the Employee with respect to amounts earned while the Agreement is in effect. However, the Employee may terminate or otherwise modify his or her elections, by providing an updated Agreement to the ORU Benefits Department. The change will be implemented as soon as administratively feasible. ORU may terminate or modify this Agreement as necessary to comply with the terms of the Plan or the requirements of the Internal Revenue Code. The contributions made pursuant to this Agreement are subject to certain contribution limitations under the Internal Revenue Code, including but not limited to the limitations under Code Sections 415 and 402(g). These limits may be reduced by contributions made on the Employee's behalf to other plans (such as other 403(b) or 401(k) plans). The Employee is responsible for determining that the amount of his/ her deferral contributions does not exceed the applicable limits. Employee Signature: Date: Oral ▇▇▇▇▇▇▇ University By: Date: To begin making deferral contributions to the Oral ▇▇▇▇▇▇▇ University Retirement Plan (the "Plan"), you must complete the Retirement Enrollment a Salary Reduction Agreement form and return it to the ORU HR-Benefits Department, ▇▇▇▇▇▇▇ Administrative Center, ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇, Tulsa, OK 74171. You can contact the Benefits Department at (▇▇▇) ▇▇▇-▇▇▇▇ or ▇▇▇▇▇▇▇▇@▇▇▇.▇▇▇ if you have questions.