Fact Sheets contain in-depth information on select topics.

Buybacks
Disability
Divestment
Leaving the Plan
Marital status
Retiree pensions
Survivor benefits
Transfers

Buybacks:

• Open Option Buyback

  Read it online: HTML version
  Printer-friendly version: PDF (562KB)
  - explains the Plan’s new option for buying back service outside the normal 24-month application deadline
  (February 2010)

Disability:

• Applying for an OPTrust Disability Benefit
  Read it online: HTML version
  Printer-friendly version: PDF (126KB)
  - provides detailed information on OPTrust's disability benefits and the application process (January 2004)
  
  
• Contributing to Your Pension While on a WSIB Leave
  Read it online: HTML version
  Printer-friendly version: PDF (219KB)
  - information about mandatory and optional pension contributions during a WSIB leave (July 2005)
  
  

• LTIP and Your Pension Contributions

  Read it online: HTML version
  Printer-friendly version: PDF (760KB)
- information on how your pension is affected when you're on LTIP (February 2007)

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Divestment:

• HST divestment and your pension options
  Read it online: HTML version
  Printer-friendly version: PDF (874 KB)
  - explains pension options for members involved in the Harmonized Sales Tax (HST) divestment (April 2010)
  

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Leaving the Plan:

• Bridging to an unreduced pension
  Read it online: HTML version
  Printer-friendly version: PDF (562KB)
  - explains bridging to an unreduced pension
  (February 2009)
  
  
• Deferred Pension or Commuted Value Transfer
  Read it online: HTML version
  Printer-friendly version: PDF (439KB)
  - describes your pension options if you leave the OPSEU Pension Plan
  (May 2012)
  
  

• Grow-in Rights and Your Pension

  Read it online: HTML version
  Printer-friendly version: PDF (611KB)
  - pension options for involuntarily terminated members and divested members (October 2012)
  
  

• Leaving your employment - checklist for process and paperwork

  Read it online: HTML version
  Printer-friendly version: PDF (755KB)
  - explains leaving your employment and understanding your pension options (March 2013)
  
  

• Pension options when your employment ends

  Read it online: HTML version
  Printer-friendly version: PDF (799KB)
  - outlines your pension options (February 2009)

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Marital status:

• Spousal relationship breakdown: Your pension and dividing your family assets
  Read it online: HTML version
  Printer-friendly version: PDF (150KB)
  - includes information for members and retirees on dividing an OPTrust pension when the domestic contract, court order or family arbitration award is made on or after January 1, 2012 (January 2012)
  
  If your domestic contract, court order or family arbitration award was made before January 1, 2012, please read the Info Sheet. (May 2013)
  
  
• Updating your marital status information
  Read it online: HTML version
  Printer-friendly version: PDF (655KB)
  - In the OPSEU Pension Plan your surviving spouse is eligible for a 60% survivor pension if he or she was your eligible spouse when you started receiving your pension. (March 2013)
  

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Retirees:

• Appointing an attorney for your OPTrust pension
  Read it online: HTML version
  Printer-friendly version: PDF (230KB)
  - describes a power of attorney for property for an OPTrust pension (May 2011)

   

• Inflation protection for your pension

  Read it online: HTML version
  Printer-friendly version: PDF (611KB)
  - explains how inflation adjustments are calculated (November 2012)
  
  

• Turning Age 65 and Your Pension

  Read it online: HTML version
  Printer-friendly version: PDF (274KB)
  - explains what happens to your pension when you reach age 65 (February 2010)

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Survivor benefits:

• Survivor benefits and minor children
  Read it online: HTML version
  Printer-friendly version: PDF (542KB)
  - the pros and cons of appointing a Trustee or a Guardian of Property for minor children designated to receive pension benefits (July 2012)
  
  
• Your pension beneficiaries
  Read it online: HTML version
  Printer-friendly version: PDF (287KB)
  - explains why is it important to identify your beneficiaries (March 2013)

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Transfers:

• OPTrust/OPB Transfers– Your Pension and Your Career in Ontario’s Public Service
  Read it online: HTML version
  Printer-friendly version: PDF (143KB)
  - provides information for OPS employees who move from the OPSEU Pension Plan to the Public Service Pension Plan, or vice versa, as result of a change in employment (February 2004)

• Transferring your pension to OPTrust

  Read it online: HTML version
  Printer-friendly version: PDF (810KB)
  - describes the process of transferring your pension into the Plan (March 2012)
  
  

• Transferring your OPTrust pension to another pension plan

  Read it online: HTML version
  Printer-friendly version: PDF (807KB)
  - describes the process of transferring your pension out of the Plan (March 2012)

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