Forms
Forms
OCERS offers a full compliment of online and printable forms for its members and employers to assist with the various changes in one’s career and life.
When possible we recommend that our members login to the myOCERS portal to submit requests online. When that is not possible, please print, sign and return the completed form(s) to OCERS.
Some forms may contain sensitive information and should never be sent via Email, Fax or Instant Messaging without proper security and/or encryption protection. If you cannot locate a specific document or encounter technical difficulties when downloading a form, please contact us.
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.
- Beneficiary Change Form*
- Change of Address Form
- Request to Defer Retirement Form
- Request to Purchase Service Credit Form*
- Retiree's United Way Pledge Form
- Service Purchase / Service Redeposit Contract Form
- Payee's Authorization for Direct Deposit Form*
- Payee's Tax Withholding Form
- Request to Withdraw Contributions / Elect Rollover / Direct Deposit Form
- OCERS Special Durable Power of Attorney
- Read more
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 2024
Member Affidavit in Reciprocal System
Retirement Plan Election Member Affidavit