County of Orange
County of Orange
OCERS offers a number of specific resources to the County of Orange.
Contribution Rates
County of Orange General Members Rates
County of Orange Safety Members Rates
Summary Plan Description
County of Orange General Member SPD
County of Orange Safety Member SPD
Retiree Health/Medical Enrollment
County Health Enrollment for Retirees
Benefit Formula Comparison Information
County of Orange Benefit Formula 1.62% or 2.7% Comparison Sheet
Pay Items List
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 Resources
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
Compensation and Benefit Limits
Compensation and Benefit Limits for 2024:
401(a)(17) $345,000
SSI (PEPRA Plans U, V and W) $181,734
415(m) $275,000
Compensation and Benefit Limits for 2023:
401(a)(17) $330,000
SSI (PEPRA Plans U, V and W) $175,250
415(m) $265,000
Compensation and Benefit Limits for 2022:
401(a)(17) $305,000
SSI (PEPRA Plans U, V and W) $161,969
415(m) $245,000
Reverse Pick Up Rates
Certain County of Orange and Special District agency employees are subject to an employee-paid reverse pickup contribution in addition to their bi‐weekly retirement contributions. The reverse pickup rate is determined by the Orange County Auditor Controller’s office and changes annually, effective each fiscal new year.
View the Reverse Pickup Rates list and find your employer, your bargaining unit, and plan formula under the applicable year to see your reverse pick rate.