Employers must complete the following procedures to terminate a member from the
OPSEU Pension Plan when a member has died prior to retirement.
1. The employer must complete the Notification of Death (OPTrust 1063)
2. Additional forms and required documentation
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:
A birth certificate or other proof of birth – if not already on file
Note: Approved proofs of birth include:
Canadian Registration of birth
Indian status card
Canadian Citizenship papers
Canadian Permanent Resident Card
Death Certificate or Funeral Director’s Proof of Death
Contact address information for each eligible child
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
A marriage certificate – if not already on file
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 Sheetfor details.
Proof of birth for all eligible children – if not already on file
For vested members with pre-1987 service: void cheque or banking
Declaration of Attendance at School or University (OPTrust 1031) form
Copy of Proof of Social Insurance Number (SIN) for all eligible children.