Active members can login to their myOCERS account to update beneficiary information and request to purchase service credit; retirees can submit address changes, direct deposit updates, tax withholding elections as well as update their beneficiary information.

Payee’s W-4P IRS Tax Withholding Form (Changes to your tax withholdings within California can be made on your myOCERS portal. Use this form for withholdings outside of California.)

Request to Defer Retirement Form

Request to Withdraw Contributions / Elect Rollover / Direct Deposit Form

Retiree's United Way Pledge Form

Service Purchase / Service Redeposit Contract Form

OCERS Special Durable Power of Attorney (Please be advised that OCERS requires a color copy of the photo ID and signature exemplar of the Attorney-in-Fact at time of submission of this form. Generally, a driver’s license or state issued photo ID is acceptable.)

Authorization for Disclosure