County of Orange

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Member Forms

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.

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Employer Forms – All Employers

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

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

Elected Official Member Affidavit

Employee Termination / Transfer Notice

Employer's Concurrence - Waiver of Membership

Employer Pay Item Request Form

IRC Section 415 Notice for 2022

Member Affidavit

Member Affidavit in Reciprocal System

Retirement Plan Election Member Affidavit

Retirement Plan Election City of SJC Member Affidavit

Social Security SSA-1945

Waiver of Membership

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Compensation and Benefit Limits

Compensation and Benefit Limits for 2023:
401(a)(17) $330,000
SSI (PEPRA Plans U, V and W) $175,250
415(m) $265,000

Compensation and Benefit Limits for 2022:
401(a)(17) $305,000
SSI (PEPRA Plans U, V and W) $161,969
415(m) $245,000

Compensation and Benefit Limits for 2021:
401(a)(17) $290,000
SSI (PEPRA Plans U, V and W) $153,671
415(m) $230,000

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Reverse Pick Up Rates

Certain County of Orange and Special District agency employees are subject to an employee-paid reverse pickup contribution in addition to their bi‐weekly retirement contributions. The reverse pickup rate is determined by the Orange County Auditor Controller’s office and changes annually, effective each fiscal new year.

View the Reverse Pickup Rates list and find your employer, your bargaining unit, and plan formula under the applicable year to see your reverse pick rate.