Opers forms 2026

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The document is an application form for a refund from the Ohio Public Employees Retirement System (OPERS) for individuals who have left public employment. It outlines eligibility criteria, necessary steps for applying, and important tax implications related to refunds and rollovers. Key points include the requirement of a three-month waiting period after leaving employment, potential survivor benefits for dependents, and specific conditions under which refunds can be processed or rolled over to other retirement accounts. The document also includes sections for personal information, rollover requests, tax withholding options, and certifications.

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Click ‘Get Form’ to open the opers form in the editor.
Begin by filling out Section 1 - Personal Information. Enter your Social Security Number, name, address, and contact details accurately.
In Section 2 - Rollover Request For Eligible Distributions, confirm if your plan administrator accepts rollovers. Provide trustee information if applicable.
For Section 3 - Additional Federal Tax Withholding Amount, indicate any additional amount you wish to have withheld from your refund.
Complete Sections 4 through 6 as necessary, indicating any other retirement system memberships and certifying your employment status.
Finally, sign Section 7 - Acknowledgment in the presence of a Notary Public or payroll officer to validate your application.

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Versions	Form popularity	Fillable & printable
2009	4.9 Satisfied (55 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do you withdraw money from OPERS?

I pulled my money out of opers about two years ago. There is a few pages you have to fill out on the website from your account. Insert the name and account number you want it transferred to and then it will take a week or so to transfer.

How do I apply for OPERS benefits?

Call us at 1-800-222-7377.

How to withdraw funds from OPERS?

Those who qualify and accept a federal subsidy (Premium Tax Credit) can opt into the OPERS HRA if they lose federal subsidy eligibility. Please call Via Benefits toll-free at 1-833-939-1215 (TTY:711) or schedule your enrollment appointment online.