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Power of attorney and account access

If you were to become severely ill, you may need a spouse or other person to act on your behalf regarding you PERS benefits. Loved ones also may need access to your account information in the event of your death.

For them to do so, PERS may require that you and/or your caregivers and survivors submit certain forms and information. They are:

  • Authorization to Release Account Information — This form will allow access to a PERS member’s account information.
  • Special Power of Attorney for PERS — This form will allow someone to handle your affairs if you are unable to act on your own behalf.
  • Letters of conservatorship or guardianship — A “conservatorship or guardianship of estate” is a person or court-appointed entity (such as a nursing home) that is legally responsible for another person and their property.
  • Notification of your death — A family member, beneficiary, or caregiver must immediately notify PERS of your death.

If you also participate in the PERS Health Insurance Program (PHIP) and/or the Oregon Savings Growth Plan (OSGP), PHIP and OSGP may have similar requirements. Contact PHIP and OSGP for more information.