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Employers must complete the following procedures to terminate a member from the
OPSEU Pension Plan when a member has died prior to retirement.
OPTrust also requires the following forms and documents for deceased members.
This information may be submitted to OPTrust at the same time as the
Notification of Death is provided, or at a later date.
The required documents include:
The optional documents include:
- A completed Declaration of Spousal Relationship (OPTrust 1059) form.
- The spouse’s birth certificate or other proof of birth – if not already on
file
- A marriage certificate – if not already on file
or
Three documents showing
that the member has a common-law spouse with whom he or she has lived for a
minimum of three years – if not already on file. See OPTrust’s
Spousal
Relationship Information Sheet for details.
- Proof of birth for all eligible children – if not already on file
- For vested members with pre-1987 service: void cheque or banking
information
- Declaration of Attendance at School or University (OPTrust 1031) form
- Copy of Proof of Social Insurance Number (SIN) for all eligible children.
Revised September 26, 2005
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