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Latest News...

 

Pre-Retirement Sessions

If you are planning to retire within the next year or so, we recommend that you attend our Pre-Retirement Sessions. Due to limited seating, registration is required. Click here for our upcoming dates and registration link.

WED

17
JAN
2018

 

OCERS Has Issued an RFP for Website Redesign

OCERS is seeking the services of an experienced web design company to complete a comprehensive redesign and deployment of OCERS' website. Click here to view the RFP.

 

FRI

5
JAN
2018

 

Does OCERS Have Your Current Address?

If you are receiving a benefit from OCERS, please log on to your online myOCERS account and update your mailing address with OCERS by Wednesday January 17th. This will ensure that your 1099-R form will reach you.

 

THU

4
JAN
2018

1099's to be mailed in late January 2018

OCERS will mail IRS Form 1099-R to all payees at the end of January 2018. This form reports the total amount of income OCERS paid as well as taxes withheld during the 2017 calendar year. Payees can use this form to complete their federal and state tax returns. Click here for information on how to read your 1099-R form.

 

TUE

2
JAN
2018

New Federal and California State Tax Withholding Rates

New California state tax withholding rates went into effect January 1, 2018. Payees may see a change in their net payment amount on their January payment benefit. Federal tax withholding rates have been delayed due to the recent tax reform legislation. The IRS is due to release updated tax tables in January. The earliest OCERS' payees may again see a change in their net payment amount is on their February 2018 payment benefit. Payees may review/change their federal and California state withholding elections online by logging into their myOCERS account. A printable form that may be submitted by mail is also available on the Forms and Publications page.

 

MON

11
DEC
2017

 

How Do I Change My Beneficiary?

You are able to update your nominated beneficiary information via the Member Self Service portal, my OCERS. You may also update named beneficiary information by downloading the beneficiary change form from the Forms and Publications page, complete and return. We can also mail the form to you. Once you have retired, beneficiary updates cannot be made on Options 2, 3 and 4 as these payment calculations are actuarially reduced and consider the specific mortality information of the named beneficiary at the time of retirement.

 

TUE

7
NOV
2017

 

IMPORTANT ALERT

A scam has been discovered by CalPERS where someone called members hoping to trick them out of their money by pretending to be a CalPERS employee. Please be advised that OCERS will never cold call you to ask that you pay funds over the phone and will never ask you to pay funds via pre-paid credit or reloadable cards.

 

 

Who is OCERS?
OCERS provides lifetime retirement and disability benefits to employees of the County and certain districts. Membership in OCERS is mandatory for all eligible employees. It is, however, optional for certain elected officials and new employees age 60 and over who waive membership. Employee contributions to OCERS is mandatory. However, as a member of OCERS, you neither contribute toward, nor receive credit for, Social Security.

Video Library Online

We have instructional videos on our Video Library page. If you are new to OCERS, be sure to watch the FAQ video-Defined Benefit Plan.

myOCERS Registration Support

For information about myOCERS online portal and instructions on how to register and create a new myOCERS portal account, please visit our Registration Support page.

Verification of Your Monthly Benefit ("Award Letter")

OCERS has a feature for payees using myOCERS to view and print a verification of their monthly benefit (also known as an "Award Letter"). The Award Letter displays the payee's retirement date and gross monthly allowance. This is often needed when applying for benefits with Social Security or used as income verification for loans and other financial transactions.

Certain Members Must Choose Their Retirement Benefit Plan
Certain eligible employees hired by the County of Orange and Superior Court are required to elect their retirement benefit formula. To help these eligible members understand details about Plan P ("1.62% at 65") and Plan I/J ("2.7% at 55"), OCERS provides a number of resources to help these members determine which plan is better for them. Click here to learn more.

Latest Publications...

 

OCERS Extra

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

At Your Service
Click here for the latest At Your Service newsletter.

 

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