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Once OPTrust receives the completed Membership Enrolment form
(OPTrust 1005) or Transfer of Membership Between the OPSEU Pension Plan and
the Public Service Pension Plan form (OPTrust 1040) for a new member, we
will mail a Welcome Package to the individual’s home. Depending on the
circumstances – including whether OPTrust has all required information and
whether a buyback cost quote (Agreement to Purchase Credit) is required –
it may take between 2 weeks and 4 months before the member receives a Welcome
Package.
This package includes a summary of the member’s personal data provided at
enrolment, together with copies of key OPTrust publications and details on how
to obtain more information about the Plan. The package also includes second
copies of forms that are normally completed at the time of enrolment. These
additional forms are provided so that the member may make any required changes
to his/her information.
The OPTrust welcome package contains:
- It's Your Pension - OPTrust’s Plan booklet
- OPTions – OPTrust’s member newsletter
- Statement of Spousal Relationship (OPTrust 3007) form
- Spousal Relationship Information Sheet
- Direct Transfer from RRSP to OPSEU Pension Plan (OPTrust 2033) form
- www.optrust.com fridge magnet
Revised June 2011
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