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Form 410 - Additional Voluntary Contributions (AVCs) Direct Deposit for Withdrawals
Use this form to set up or change direct deposit for withdrawals from your AVC account, beginning the year in which you turn age 72.
Form 411 - Additional Voluntary Contributions (AVCs) Income Option - Withdrawal (Members Age 72 and Older)
Use this form if you participate in the AVC Income Option and wish to make an optional withdrawal from your AVC account.
Form 404 - Additional Voluntary Contributions (AVCs) - Withdrawals (Retired and Deferred Members Under Age 72)
Use this form to withdraw funds from your AVC account if you are a retired or deferred member and you have not yet turned age 72.
T2033 - Direct Transfer
Canada Revenue Agency form T2033 required for a transfer to OMERS from an RRSP or LIRA.
Income comparison worksheet: before/after retirement
This form will help you calculate what you can expect to receive after you retire, based on your income before retirement.
Location of Valuable Papers and Assets
This form is designed to help you and your family keep track of your important documents so they can be found quickly when needed.
Form 162 - Pre-authorized debit form
Use this form to change your existing pre-authorized debit instructions (PAD) for your past service purchase.
Form 169 - Statutory declaration for proof of eligible service - Members
Use this form to confirm eligible service in the OMERS Primary Pension Plan, where, as a former employee, you have tried but are unable to obtain proof of your service from your former OMERS participating employer.
Form 402 - Transferring funds to your AVC account
Use this form to transfer funds to your AVC account during the AVC transfer-in window. To process the transfer, you and your financial institution must also complete and sign the tax form included with this package.
Form 405 - Waiver of AVC spousal survivor benefits
Use this form to waive the right of a member's eligible spouse to receive a refund of the member's Additional Voluntary Contributions account balance in the event of the member's death.