Administrator Self-Pay Early Retiree (SPER)Toolkit

Admin Toolkit

What is a SPER?Open OEBB's Self-Pay Early Retiree (SPER) information guide to learn all about SPERs and their benefits. 

• Use the documents below when you want the Oregon Educators Benefit Board (OEBB) to take over benefit administration for some or all of your self-pay early retirees.

SPER Agreement for Entities

Complete theEntity Self-Pay Early Retiree (SPER) Agreement and submit it to OEBB to request this optional service. Once OEBB has confirmed the effective date, use the documents below to communicate this change to your affected retirees. Detailed instructions are in the agreement.

Notification Packet
Once OEBB has confirmed the effective date, send a notification packet to your affected retirees as well as needed enrollment forms or other OEBB documents. Refer to the "100% Self-Pay Early Retiree Agreement" for detailed instructions. Refer to the "100% Self-Pay Early Retiree Agreement" for detailed instructions.

Sample Letters sent to Retirees

• OEBB Welcome Letter for "Self-Pay to Self-Pay"
  
• OEBB Welcome Letter for "Active to Self-Pay" and "Stipend/Contribution to Self-Pay"

Forms 

• Self-Pay Early Retiree (SPER) Enrollment 
  
• Self-Pay Early Retiree Debit Authorization 
  

FAQs

• Self-Pay Early Retiree Q&A