A Recipe for Success

Working together, we can make your education happen.

A Land of Surprises

Those who have never lived in Texas may be in for a few surprises their first year on campus.

We're Here to Help

Staff and faculty work daily with students to make sure their stay at Southwestern is one of the high points of their life.

Human Resources

Employee Forms and Resources

Life Insurance

·      AD&D Benefit Highlight Sheet

Explains the general purposes of Accidental Death & Dismemberment Insurance.


·      AD&D Enrollment Form

Enrollment form for Accidental Death & Dismemberment Insurance. (This is voluntary insurance.)


·      Adventist Risk Management Personal Risk Information

Adventist Risk Management website with access to various forms relative to AD&D, Group Life, Long-term Disability, and Supplemental Life.


·      Beneficiary Designation Form

Name initial beneficiaries for Group Life Insurance (provided by employer) or change prior beneficiaries. May also name beneficiaries for Supplemental Life and Accidental Death & Dismemberment Insurance.


·      Group Life Policy

Certificate of Insurance for Group Life Insurance (provided by employer).


·      Group Life Waiver and Release

Official form for waiving increased benefit coverage for Group Life Insurance.


·      Group Life Waiver Option Form

Choose either to accept or waive the increased benefit coverage for Group Life Insurance.


·      Long Term Disability

Certificate of Insurance for Long Term Disability Group Benefit Plan.


·      Supplemental Life Benefit Highlight Sheet

Explains the general purposes of Supplemental Life Insurance.


·      Supplemental Life Enrollment Form

Enrollment form for Supplemental Life Insurance. (This is voluntary insurance.)

Health Care Assistance Plan (HCAP)

·      Adventist Risk Management Website

Access to forms for the various life insurances as well as health care assistance plan forms and policies.


·      ARM Claim Reimbursement Request Form

Request reimbursement for:

  • Acupuncture
  • Chiropractic
  • Massage
  • Vision
  • Hearing Aid
  • Adult Immunizations


·         Blue Cross Reimbursement Request Form

Request reimbursement for medical claims that are not reimbursed by ARM (as noted above).


·      Blue Cross Website

Find a provider within the PPO Network. Our plan provider is National BlueCard PPO. Login into your account where you can view your claims, request a new ID card, print a temporary ID card, and more.


·      Health Care Assistance Plan (2012)

Describes the health care assistance plan in detail.


·      Medco Rx Reimbursement Form

Request reimbursement for prescriptions purchased at retail pharmacies.


·      Medco Rx Mail Order Form

Complete this form and send it to Medco with your prescriptions.


·      Short Term Medical

Temporary health insurance designed for people who are between permanent health plans.


·      United Concordia Dental

Find a dentist in the PPO Network. Our dental network is Concordia Advantage Plus.


·      United Concordia Dental Claim Form

Claim form for people who choose to see an out-of-network dentist.


·      United Concordia Dental Claim Form - Instructions

Instructions for people who choose to see an out-of-network dentist.


·      Verification of Health Care Coverage for Adult Children

Certify eligibility for each child age 19 and above who is enrolled in our health care assistance plan.

Leave of Absence

·      Leave Notice Request

Application for leave of absence.

New Employee

·      Background Check Authorization

Authorization form for submitting to a background check.


·      Personal Information Request Form

Completion of this form helps us either find your current service record or start a record if you are a new denominational employee.



·      Direct Deposit Authorization Form

Authorization for Southwestern Adventist University to deposit your pay directly into your bank account.


·      I-9 Form

Federal form which establishes employee identity and employment authorization.


·      Online Travel & Miscellaneous Report

Provides online assistance in filling out and printing your expense report. Attach receipts and submit to financial vice president’s office.


·      W-4 Form

Employee’s withholding allowance certificate.



·      Adventist Retirement Plan Website

Access a video, Leaving Money on the Table, which outlines the importance of prudently planning for retirement by participating in the Adventist Retirement Plan.


·      Alternate Beneficiary Designation Form

Designate someone other than spouse as the beneficiary of employee’s Adventist Retirement Plan account. 


·      Answers to Your Questions About Retirement

Also known as the “Pink” book, this is a summary of the Seventh-day Adventist Retirement Plan of the North American Division—the defined benefit plan.


·      Defined Benefit Plan

Also known as the “Blue” book, this is the detailed policy book of the Seventh-day Adventist Retirement Plan of the North American Division-the defined benefit plan.


·      Salary Reduction Agreement (SRA)

Designate a voluntary contribution to the Adventist Retirement Plan (ARP) and name a primary and secondary beneficiary.


·      SHARP Booklet

Introduces the North American Division Supplemental Healthcare Adventist Retirement Plan (SHARP), and gives eligible retirees the opportunity to select benefit options.


·      Summary Plan Description

Summary of the Adventist Retirement Plan (ARP), a defined contribution plan.


·      Thinking of Retiring?

A pre-retirement syllabus for Adventist employees.


·      VALIC Adventist Retirement

Access your account, print forms, learn about Guided Portfolio Services, view investment options, view retirement overview, and more.


·      VALIC Financial Advisor

Mr. Shane Freeman

14643 Dallas Parkway, Suite 775

Dallas, TX 75254-8839

Office: 800-892-5558 Ext. 87134

Fax: 972-490-1773

Email: shane.freeman[at]valic.com