Member Forms

  Address Change Form

  Beneficiary Change Form

  Member / Beneficiary Request to Withdraw Contributions / Elect Rollover

  Request to Defer Retirement Form

  Request to Purchase Service Credit Form

  Retirees Authorization for Electronic Deposit of Retirement Checks Form

  Service Purchase/Service Redeposit Contract

  Tax Withholding Election Form for Periodic Payments

  United Way Pledge Form for Retired Members

  Legal Forms

  Authorization for Disclosure of OCERS Records Form

  Special Power of Attorney Form

   Sample DRO - After Retirement

Doc Version

PDF Version

   Sample DRO - Prior to Retirement

Doc Version

PDF Version

    Administrative Hearing Policy

    Benefit Formula Comparison Sheet (Plans O/P and I/J)

    Compensation Earnable for General Members

    Compensation Earnable for Safety Members

    Deferred Retirement

    Disabled Members Who Return To Work

    Disability Retirement Process

    How A Divorce May Impact Your OCERS Retirement

    IRS Limits

    Reciprocity - A Guide to Reciprocal Benefits

    Retirement Payment Options

    Service Purchase Contracts (Buybacks)

At Your Service is published for members and retirees of the Orange County Employees Retirement System. 

Comments and suggestions should be directed to Robert Kinsler, Communications Manager. Send an email.

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The Comprehensive Annual Financiall Report (CAFR) contains information about OCERS' investments, financial statements, contribution rates, funding and membership. Information contained in the report is designed to provide a complete and accurate review of the year's operations.

Hard copies of OCERS’ 2011 CAFR are available for interested members. To obtain a copy call (714) 558-6200 or (888) 570-6277 toll free within California and ask for Marisa Quintero. You may also fax or e-mail your request. Faxed requests should be made to OCERS at (714) 558-6236. E-mail requests should be sent to mquintero@ocers.org. Be sure to include your name, address or "pony" address if applicable.

OCERS By the Numbers provides a wealth of information about OCERS, including the retirement system’s demographics, retirement benefits, funded status and customer service efforts. Click here to view OCERS By the Numbers.

Click here to read the latest OCERS Extra eZine for a summary of the most recent Board Meeting.