Direct Deposit – Required if you want to set up an automatic deposit of your benefit payments.
IAP Direct Transfer Rollover Acceptance - Required only if you want to roll over your IAP balance to a qualified employer or deferred compensation plan.
W-8BEN - Form to withhold income tax or claim treaty rights for non-resident, non-U.S. citizen persons.
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 Additional Account Information - This form allows you to provide additional information for your Data Verification Request.
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 Reconciliation Request - Form to capture and document concerns about the accuracy of your employment information for subsequent review and reconciliation by PERS staff.
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.
OPSRP Lump-Sum Distribution Withholding Election - Form to elect lump-sum withholdings.
OPSRP Direct Transfer Rollover Acceptance - Roll over your benefit to a qualified employer or compensation plan