Orange County Transportation Authority
Orange County Transportation Authority
OCERS offers a number of specific resources to the Orange County Transportation Authority.
Contribution Rates
Orange County Transportation Authority Rates
Summary Plan Description
Orange County Transportation Authority SPD
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
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
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