When you become a member of OCERS, you will be asked to designate
a beneficiary who will be entitled to receive certain benefits
that may be payable upon your death. You may designate anyone you
choose as your beneficiary, and you may change your beneficiary
at any time. However, it is important to note that your spouse,
ex-spouse, registered domestic partner, ex-registered domestic
partner and/or children may have legal rights that supersede the
rights of any other beneficiaries you designate. In addition, for
members who are retired under Option 2, Option 3, or Option 4,
the beneficiary/ies designated at retirement cannot be changed.
It is your responsibility to notify OCERS’ Member Services
department of a life event change, such as a marriage, domestic
partnership registration or death, including the death of a
designated beneficiary. Upon receipt of this information, your
new beneficiary designation will supersede all previous
Naming or Changing Your Beneficiary
Login to myOCERS to
name, review, or change your beneficiary.
By Mail or Fax
Download the Beneficiary Change Form and mail it to the address
listed on the form or fax it to (714) 558-6234.
To request that a form be mailed to you, please call (714)