Forms & Tools

posting date Revised: February 2023 print page Print this page Email link to page Email the link
Downloadable Forms

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. 

Enrolling a Member - Forms and Tools
  • 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)
  • Application for Past Service Credit form (OPTrust 1036)
  • Membership Waiver - Religious Exemption from Pension Participation form (OPTrust 1074)