34 Forms
If you are receiving a disability benefit, OMERS may ask you to complete this form to ensure that you still qualify.
If you are no longer working for an OMERS employer, use this form to apply for your OMERS retirement pension.
Use this form to provide OMERS with consent to disclose your personal information to your employer for reasons other than pension plan administration.
Use this form to start, change or stop automatic contributions to your AVC account.
Use this form to make a payment to catch up on your automatic contributions to your AVC account.
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.
Use this form if you participate in the AVC Income Option and wish to make an optional withdrawal from your AVC account.
Use this form to withdraw funds from your AVC account if you are an active member.
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.
Login to myOMERS or use this form to register or change your beneficiary on file with OMERS.
If you are no longer working for an OMERS employer but haven't started your pension yet, use this form to change or update the information OMERS has on file for you.
Use to change your address, banking or tax information on file.
Provides OMERS with your former spouse's personal, address and banking information.
This form is to confirm that the deceased member does not have an eligible spouse and/or child.
For an eligible child of a deceased OMERS member to confirm that they in full-time attendance at an educational institution.
Canada Revenue Agency form T2033 required for a transfer to OMERS from an RRSP or LIRA.
Canada Revenue Agency form T2151 required for a transfer of your OMERS benefit to a registered pension plan, LIRA, LIF, RRSP, or RRIF.
The Pension Benefits Act (PBA) form is required for locked-in commuted value transfers.
Use to record a retired member's enrolment election.
Completed by a member to give up rights to an OMERS disability benefit.
If you are a retired member use this form to provide OMERS with your spouse’s / common-law spouse’s information, along with your contact details.
Completed by the member and doctor(s) for disability pension or disability waiver of contribution requests.
This form is to provide medical information to determine if a deceased member’s child qualifies for an OMERS benefit under the definition of “totally disabled child.”
Use this form to change your existing pre-authorized debit instructions (PAD) for your past service purchase.
Use this form to apply for a shortened life expectancy benefit.
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.
Use this form to submit a claim that you are the common-law spouse eligible to receive an OMERS survivor benefit in the event of the death of an OMERS member.
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.
Use this form to have your OMERS pension payment deposited directly into your UK account.
Use this form to have your OMERS pension payment deposited directly into your US account.
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.
Use this form to waive OMERS spousal survivor benefits payable if a member dies after the commencement of the pension.
A member’s spouse can use this form to waive the OMERS spousal survivor benefits payable if a member dies before the commencement of the pension.
Use to confirm a member has eligible service in the OMERS plan.