1. Click on the title of the form that you would like to complete. If Adobe Acrobat is set up to work with your browser, the form will open inside the browser window. Otherwise, your browser will prompt you to save or open the file; choose Open and click OK to open the form in Acrobat outside of your browser.
   
2. Once the form is open in Adobe Acrobat, fill in your information directly on the form by clicking in the appropriate box and typing.
   
3. When you have completed the form, choose File > Print from the menu, or click the Print icon on the toolbar. The Print dialogue will appear. In your print dialogue, specify the number of copies you want to print.
   
4. Sign one of the printed copies to send to OPTrust. If applicable, sign and send one printed copy to your HR representative. Keep a copy for your records.
   
5. Send one signed form to:
   

   
   OPSEU Pension Trust

   1 Adelaide Street East, Suite 1200

   Toronto, ON M5C 3A7
   
   Fax: (416) 681-6175

You'll need the free Adobe Acrobat Reader to view the PDF items below.

• Application for Increased Survivor Pension (OPTrust 1006)
• Application for Past Service Credit (OPTrust 1036)
• Application to Contribute During an Unpaid Leave of Absence (OPTrust 1025)
• Authorization for the Release of Personal Information (OPTrust 3004)
• Certificate of Health (OPTrust 1011)
• Declaration of Attendance at School or University (OPTrust 1031)
• Direct transfer from OPTrust (OPTrust 2151)
• Divestment of Membership from the OPSEU Pension Plan (OPTrust 1041)
• Declaration of Spousal Relationship (OPTrust 1059)
• Pension Beneficiaries (OPTrust 1015)
• Lock-In Agreement - Locked-in Retirement Account (OPTrust 1014A)
• Lock-In Agreement - Life Income Fund (OPTrust 1014B)
• Medical Examination Report (OPTrust 3003)
• Member's Statement on Disability (OPTrust 3001)
• Retirement Planning Checklist
• Spousal Waiver of 60% Joint & Survivor Pension (OPTrust 1007)
• Spousal Waiver of Pre-Retirement Death Benefits (OPTrust 1023)
• Spousal Waiver of Survivor Benefit Entitlement - Limited Life Expectancy (OPTrust 3006)
• Statement of Marital Status (OPTrust 3007)
  • Spousal Relationship Information Sheet
• Termination of Membership (OPTrust 1012)
• RRSP Direct Transfer form (T2033)
  Use this form to transfer funds to OPTrust when buying back service credit.
• Waiver to Opt Out of Basic Life Insurance Coverage

For other forms, please contact OPSEU Pension Trust at:

Tel: (416) 681-6100
Toll-free: 1-800-637-0024
Fax: (416) 681-6175

or by filling out our online Contact Us form.