OPTrust’s Retirement Package
The documents we need from you

Whether you’ve decided to retire this year or are still thinking about it, gather your pension documents now. Keep them handy until you have a retirement date in mind and then send them to us. What we need from you:

All retiring members:

If you are eligible for insured benefits in retirement:

Note: In February 2014, the Government of Ontario announced proposed changes to post-retirement insured benefits for members who start to receive their OPTrust pension after January 1, 2017. Find out more.

If you have a spouse, we need:


Four secure ways to send documents:

Electronic documents
Protect your privacy and send electronic documents securely through our secure Online Services site or Contact Us only. At this time, our secure email tools can only accept one attachment per message, up to 5MB. If you have multiple documents, please send a separate message with each attachment.


Here are videos to walk you through completing these forms.