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Latest News...

 

 

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.

 

WED

29
NOV
2017

 

Moving? Please Keep OCERS Updated

If you are receiving a benefit from OCERS, please log on to your online myOCERS account and update your mailing address with OCERS. This will ensure that your 1099-R form and other mailings will reach you and keep you informed. If you are an active member, contact your human resource department to update your address information.

 

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.

 

Pre-Retirement Sessions
If you are planning to retire within the next three years, we recommend that you attend our Pre-Retirement Sessions. See our upcoming dates.

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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