Oregon pers application 2026

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The document is an application form for the PERS Alternate Payee Benefit, detailing the necessary information and steps required for alternate payees to receive benefits after a divorce. It includes instructions on completing the application, required forms and documents, benefit options, and residency certification. Key points include the need for a beneficiary designation, direct deposit recommendations, and specific timelines for processing applications.

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Click ‘Get Form’ to open the Oregon PERS application in the editor.
In Section A, fill in your Applicant information completely. Enter your PERS ID number and date of birth, along with your day and evening phone numbers.
Proceed to Section B to indicate your benefit election effective date by filling in the month and year of retirement.
In Section C, provide the full name and Social Security number of your ex-spouse who is eligible to retire.
Review Section D for benefit options. Select one option and complete any necessary percentage allocations for lump-sum payments.
Complete Section E by indicating your residency status regarding Oregon personal income tax.
Finally, sign and date both Sections E and F. Ensure that your signature is notarized before submitting the form.

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What is the 5 year rule for PERS in Oregon?

To vest their PERS membership, an employee must work for five years in a PERS-qualifying position for at least 600 hours per year. The years do not need to be consecutive, but the employee cannot have a gap in qualifying employment of more than five years.

How to apply for Oregon PERS retirement?

Complete the Tier One/Tier Two and Individual Account Program (IAP) Retirement Application. PERS will send you a confirmation email once weve received your application. Remember: You need to turn in your retirement application within the 90-day period before your retirement date.

What is the waiting time for PERS in Oregon?

Complete waiting time with one employer (the state of Oregon is considered one employer). Waiting time consists of: o Six full calendar months of employment o *With no break greater than 30 consecutive working days. 3. The employee must be employed the day before their contribution start date (CSD).

How do you qualify for PERS in Oregon?

The Oregon Public Employees Retirement System (PERS) provides retirement benefits to State of Oregon employees, including those in public education. The basic requirement for membership is that an employee work for a qualified employer and/or employers and work a minimum of 600 hours in a given calendar year.

What is the waiting period for PERS in Oregon?

Retirement Pension PERS membership is generally established after serving a full 6 month waiting period in a qualifying position and if you work 600+ hours in a calendar year.

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