Opers fax number 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, tax implications, and rollover options for retirement funds. 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 preferences, and necessary certifications.

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Click ‘Get Form’ to open the opers fax number application in the editor.
Begin by filling out Section 1 - Personal Information. Enter your Social Security Number, first name, last name, and contact details including your home and cell phone numbers.
In Section 2 - Rollover Request For Eligible Distributions, confirm if your plan administrator accepts rollovers. Provide trustee information if applicable.
Proceed to Section 3 - Additional Federal Tax Withholding Amount. Specify any additional amount you wish withheld from your refund.
Complete Sections 4 through 7 as required, ensuring all necessary fields are filled accurately. Don’t forget to sign where indicated.

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