Benefits Upon Your Death
When you become a member of OCERS, you will be asked to designate a beneficiary or beneficiaries, who may be entitled to receive lifetime and/or lump sum benefits that may be payable upon your death.
Survivor benefits are based on the retirement option selected, status at the time of your death, and designated beneficiaries. For specific information or to report a death, please call OCERS at (714) 558-6200.
Beneficiaries of active and deferred members with 10 or more years of service will receive a one-time $750 (gross) death benefit when the member dies; beneficiaries of retirees will receive a one-time $1,000 (gross) death benefit at the time of the member’s death.
NOTE: Because of community property laws in the State of California, your spouse, ex-spouse, or qualified domestic partner may have certain rights that supersede those of designated beneficiaries.
Please consult your Summary Plan Description and/or consult a Member Services Specialist for more information.