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Forms & Publications


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



 Member Forms

 Form Address Change Form (You can log into myOCERS and submit online if you are a deferred or retired member)

 Form Beneficiary Change Form

 Form Member / Beneficiary Request to Withdraw Contributions / Elect Rollover

 Form Request to Defer Retirement Form

 Form Request to Purchase Service Credit Form

 Form Retirees Authorization for Electronic Deposit of Retirement Checks Form

 Form Service Purchase / Service Redeposit Contract

 Form Tax Withholding Election Form for Periodic Payments

 Form United Way Pledge Form for Retired Members


   You can log into myOCERS and submit these changes online


  Legal Forms

 Form Authorization for Disclosure of OCERS Records Form

 Form Special Power of Attorney Form (Please be advised that OCERS requires a color copy of the photo ID and signature exemplar of the Attorney-in-Fact at time of submission of this form. Generally, a driver's license or state issued photo ID is acceptable.)

 Form  Sample DRO - After Retirement

Doc Version

PDF Version

 Form  Sample DRO - Prior to Retirement

Doc Version

PDF Version



 Brochure   Benefit Formula Comparison Sheet (Plans P and I/J)

 Brochure   Compensation Earnable for Legacy General Members

 Brochure   Compensation Earnable for Legacy Safety Members

 Brochure   Deferred Retirement

 Brochure   Disabled Members Who Return To Work

 Brochure   Disability Retirement Process

 Brochure   How A Divorce May Impact Your OCERS Retirement

 Brochure   IRS Limits

 Brochure   Reciprocity - A Guide for Reciprocal Benefits

 Brochure   Retirement Payment Options

 Brochure   Service Purchase Contracts (Buybacks)

 At Your Service Newsletter

At Your Service is published for all members of the Orange County Employees Retirement System. 


Comments and suggestions should be directed to Robert Kinsler, Communications Manager. Send an email.


Select an Issue:  






 Comprehensive Annual Financial Report

The Comprehensive Annual Financial Report (CAFR) contains information about OCERS' investments, financial statements,  funding and membership. Information contained in the report is designed to provide a complete and accurate review of the year's operations.

Select a CAFR Year:  

 OCERS By The Numbers

OCERS By the Numbers provides a wealth of information about OCERS, including the retirement system’s demographics, retirement benefits, and funded status. Click here to view OCERS By the Numbers.

 OCERS Extra

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

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