Death: Procedures
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Death
Death
Procedures
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:
    • birth certificate
    • adoption papers
    • Canadian passport
    • Canadian Registration of birth
    • Baptismal certificate/papers
    • 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 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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