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OPTrust has transfer agreements with many other public sector pension
plans. Under these agreements, newly enrolled members of the OPSEU Pension Plan
have the option of applying to transfer their credit from their previous plan to
OPTrust.
To arrange to transfer credit from one of these plans, members should complete
and submit an Application for Past Service Credit form (OPTrust 1036),
and provide the details of his or her past service. OPTrust will confirm whether
he or she qualifies for a service transfer and follow up with the member.
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Important! Employers should remind new OPTrust members that there are
strict time limits for applying to transfer credit to the OPSEU Pension Plan
under these transfer agreements. These time limits may vary depending on the
terms of the individual transfer agreement.
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Employees who are interested in transferring credit should submit their
Application for Past Service Credit form (OPTrust 1036) or contact OPTrust
directly as soon as possible after their enrolment.
For a complete list of pension plans with which OPTrust has signed reciprocal
transfer agreements, please see the OPTrust fact sheet,
Transferring Your
Pension Credit into the OPSEU Pension Plan.
Revised January 30, 2004
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