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We have provided links to downloadable versions of many OPTrust forms,
checklists and other tools in Acrobat PDF format. You will need Adobe’s Acrobat
Reader to use these forms. If the Acrobat Reader is not installed on your
system, see your system administrator or
download a free copy.
To use the downloadable forms, simply click on the links below. If your Acrobat
Reader is set up to work with your browser, the form will open inside the
browser window. Otherwise, you will be prompted to save or open the file; choose
Open and click OK to open the form.
Next, enter the required information and print the number of copies you require.
Once all the required signatures are complete, submit one copy to OPTrust,
provide a copy to the member and keep a copy for your records, as required.
- Employer Pre-Retirement Death Checklist (OPTrust 1062)
- Notification of Death (OPTrust 1063)
- Statement of Marital Status (OPTrust 3007)
- Eligible Child(ren) Declaration of Attendance at School or University
(OPTrust 1031)
- Survivor benefits and minor children Fact Sheet
- Pre-Retirement Death Scenarios
Revised June 2013
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Checklist
