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We have provided links to downloadable versions of many OPTrust forms,
checklists and other tools in Acrobat PDF format. You will need Adobe’s Acrobat
Reader to use these forms. If the Acrobat Reader is not installed on your
system, see your system administrator or
download a free copy.
To use the downloadable forms, simply click on the links below. If your Acrobat
Reader is set up to work with your browser, the form will open inside the
browser window. Otherwise, you will be prompted to save or open the file; choose
Open and click OK to open the form.
Next, enter the required information and print the number of copies you require.
Once all the required signatures are complete, submit one copy to OPTrust,
provide a copy to the member and keep a copy for your records, as required.
- Enrolment Checklist for Employers (OPTrust ENRCHK)
- Membership Enrolment form (OPTrust 1005)
- Transfer of Membership Between the OPSEU Pension Plan and the Public
Service Pension Plan form (OPTrust 1040)
- Pension Beneficiaries form (OPTrust 1015)
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Members can also complete the Pension Beneficiaries form online through OPTrust's secure Online Services.
- Statement of Marital Status form (OPTrust 3007)
- Application for Past Service Credit form (OPTrust 1036)
Revised March 2010
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Checklist
