Member Information Center

If you do not have a PIN or have
forgotten your PIN, please call OCERS at
(714) 558-6200.
 
 
Quick links
Benefits Calculator
Contribution Rates
Ethics & Fraud Hotline
Frequently Asked Questions
Member Services Directory
Retirement Seminars
Survivor Checklist
Video Library

 

Our retirement staff is standing by to help answer general questions during regular business hours (Email during evenings, weekends, and holidays)

 
 

 

Forms & Publications

 

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Required to view forms and
publications on this Web site.

Please print, sign and return the completed
form(s) to OCERS
.

 

Some forms may contain sensitive information and should never be sent via Email, Web, or Instant Messaging without proper security and/or encryption protection.

 

Forms

 Member Forms

 Form Address Change Form (You can log onto the Member Information Center and submit online if you are a retiree)

 Form Beneficiary Change Form

 Form Member / Beneficiary Request to Withdraw Contributions / Elect Rollover

 Form Request to Defer Retirement Form

 Form Request to Purchase Service Credit Form

 Form Retirees Authorization for Electronic Deposit of Retirement Checks Form

 Form Service Purchase/Service Redeposit Contract

 Form Tax Withholding Election Form for Periodic Payments

 Form United Way Pledge Form for Retired Members

  Legal Forms

 Form Authorization for Disclosure of OCERS Records Form

 Form Special Power of Attorney Form

 Form  Sample DRO - After Retirement

Doc Version

PDF Version

 Form  Sample DRO - Prior to Retirement

Doc Version

PDF Version

            You can log onto Member Information Center and submit these changes online             

 

 Brochures/Information

 Brochure   Administrative Hearing Policy

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

 Brochure   Compensation Earnable for General Members

 Brochure   Compensation Earnable for Safety Members

 Brochure   Deferred Retirement

 Brochure   Disabled Members Who Return To Work

 Brochure   Disability Retirement Process

 Brochure   How A Divorce May Impact Your OCERS Retirement

 Brochure   IRS Limits

 Brochure   Reciprocity - A Guide to Reciprocal Benefits

 Brochure   Retirement Payment Options

 Brochure   Service Purchase Contracts (Buybacks)

 At Your Service Magazine

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.

 

Select an Issue:  

 Comprehensive Annual Financial Report

The Comprehensive Annual Financial Report (CAFR) contains information about OCERS' investments, financial statements,  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’ 2012 CAFR are available for interested members. To obtain a copy call (714) 558-6200 or (888) 570-6277 toll free within California. You may also fax or e-mail your request. Faxed requests should be made to OCERS at (714) 558-6234. E-mail requests should be sent to Amalia Gomez at agomez@ocers.org. Be sure to include your name, address or "pony" address if applicable.

Select a CAFR Year:  

 Forward PASS

Forward PASS is a newsletter about the ongoing implementation of OCERS' new V3 Pension Administration System Solution (PASS). Click here to view the current monthly issue.

 OCERS By The Numbers

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.

 OCERS Extra

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

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