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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.
- Employer Checklist for Retirement (OPTrust 1072)
- Termination of Membership – Application For Entitlement (OPTrust
1012)
- Statement of Marital Relationship (OPTrust 3007)
- Pension Beneficiary Form (OPTrust 1015)
-
 Sample
Members can also complete the Identifying Benefit Recipients form online
through OPTrust’s secure
Online Services.
- TD1 or TD1 ON (or province of residence)
- Pensioner’s Quarterly Re-employment Earnings and Calculations Report
(OPTrust 1008)
Revised January 2010
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