Employers must complete the following procedures to terminate a member from the
OPSEU Pension Plan.
If the member is transferring to the PSPP with no break in employment, as a
result of a change in bargaining unit status, a different form is used at Step 1
of the termination procedures.
1. Complete the Required OPTrust Form
A. For terminations of employment or divestments - Complete the Termination of
Membership – Application For Entitlement (OPTrust1012) form
the member's signature is not required
on the Termination of Membership form.
Important! Termination while on LTIP: When a member is
terminating his or her plan membership while on LTIP, the employer should state
“Member on LTIP” in the final salary section of OPTrust's Termination of
Membership (OPTrust 1012) form, rather than entering a salary amount. The
collective agreement salary for the position may be different from the final
salary on LTIP.
B. In the case of mandatory transfers to the PSPP - Complete the Transfer of
Membership Between the OPSEU Pension Plan and the Public Service Pension Plan
(OPTrust 1040) form
This form requires the signatures of both the member (to satisfy release of
information requirements) and the employer representative.
2. Complete Additional Forms and Provide Required Documentation
OPTrust also requires the following forms and documents for terminating members.
This information may be submitted to OPTrust at the same time as the Termination
of Membership form or at a later date.
Employers should request that members provide this information to OPTrust. If
the member does not submit the required forms and documents, a delay in
processing his or her entitlement may result.
A. Non-vested employees (less than two years of credit or continuous membership)
A birth certificate or other proof of birth (if not already on file and member
is age 65 or older)
B. Vested employees (more than two years of credit or continuous membership)
A birth certificate or other proof of birth – if not already on file
Note! Approved proof of birth documentation includes:
Canadian Registration of birth
Indian status card
Canadian Citizenship papers
Canadian Permanent Resident Card
A completed Statement of Marital Relationship (OPTrust 3007) form – This form
must be completed at termination, even if a previous copy is already on file
The spouse’s birth certificate or other proof of birth – if not already on
A marriage certificate – if not already on file
Three documents showing that the member has a common-law spouse with whom he or
she has been living 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