MEMBERS

Skip Navigation LinksPublic Employees Retirement System / MEMBERS / OPSRP Member Forms

OPSRP Member Forms

Required Retirement Forms
​OPSRP-IAP Retirement Application - As of January 1, 2011, you must retire from the OPSRP Pension Program and the Individual Account Program (IAP) at the same time.
 
W-4P Federal tax witholding form.
 

Direct Deposit – Required if you want to set up an automatic deposit of your benefit payments.


Federal Tax Information and Acknowledgement

Verification of Age - List of acceptable documents for verification of age, which is required before payment of benefits.
Forms that may Be Required for Retirement
​W-8BEN - Form to withhold income tax or claim treaty rights for non-resident, non-U.S. citizen persons.
 
W-9 - Required for any person with a foreign address.
 
Direct Deposit - Set up automatic deposit of your benefit payments.
Additional Forms
 
IAP Pre-Retirement Designation of Beneficiary Packet​ (Please note that there is no form to designate a beneficiary for your OPSRP pension, as statute only allows PERS to pay a death benefit to a member's spouse, or to any other person who is constitutionally required to be treated in the same manner as a spouse for the purpose of retirement benefits. Therefore, the IAP Pre-Retirement Designation of Beneficiary form is the only beneficiary form you need to fill out)

Information Change Request - Change your name, SS number, or address.

Date of Birth Change Request - Notice: Please use this new form to update your date of birth.

Data Verification Request - Tier One/Tier Two and OPSRP Pension Program active or inactive members who are within two years of their earliest retirement age can request a verification of certain data.

Estimate Request - Form to request an OPSRP benefit estimate.

Estimate Request Fee Agreement - Form to requesting more than two estimates in a year.

OPSRP Elective and Appointive Membership Election - Form for a person who holds an elective or appointive office and wants to elect not to become an OPSRP Pension Program member.

Special Power of Attorney - This form gives the person(s) you designate the power to make any and all decisions for PERS-related matters on your behalf.

Authorization to Release Account Information​ - This form allows you to authorize a third party to obtain information regarding your PERS account or benefits.

Account withdrawal - For those who are not eligible to retire and not working for a PERS-covered employer.

OPSRP Dispute of Notice of Entitlement - This form allows a member to dispute the accuracy of the information used in the computation of their retirement benefit.

OPSRP Rollover-Eligible Distribution - Used only if you are eligible for a one-time, lump-sum OPSRP pension payment because your benefit is calculated as less than $200 a month. ​

Important information

If you are experiencing problems opening a form, use the appropriate link below.
Macintosh (Apple) users
Firefox users
Chrome users
 
PERS provides all online forms and publications in .pdf format. To view them, you must have the most recent version of Adobe Reader. Download Adobe Reader.