Member Forms

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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  (Deferred and retired members can submit changes online in myOCERS portal)

Payee's Authorization for Direct Deposit Form*

Payee's Tax Withholding Form

Payee’s W-4P IRS Tax Withholding form

Request to Defer Retirement Form

Request to Purchase Service Credit Form*

Request to Withdraw Contributions / Elect Rollover / Direct Deposit Form

Retiree's United Way Pledge Form

Service Purchase / Service Redeposit Contract Form

OCERS Special Durable Power of Attorney (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.)

Authorization for Disclosure

*indicates changes you can make online in your myOCERS portal