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

What is the Ohio State OPERS match?

The Ohio Public Employees Retirement System (OPERS) is a generous pension offered to state employees. This consists of 10% of an employees paycheck going into the pension each pay, with the employer matching 14% of the paycheck for a total of 24% going towards your retirement.

Is OPERS only for Ohio?

All employees who are paid in whole or in part by the state of Ohio, a county, municipality, or any other political subdivision of state or local government in Ohio must become members of OPERS unless they are covered by another state retirement system in Ohio or by the Cincinnati Retirement System.

What is the phone number for Ohio State retirement system?

Manage Plan Elections Ohio Deferred Compensation (ODC) elections/changes can be made at ohio457.org or by calling (877) 644-6457. Trouble with the NetBenefits site? Contact the Fidelity Service Center at (800) 343-0860 or HR Connection at (614) 247-myHR (6947).

What is the phone number for OPERS Ohio?

1-800-222-7377.

How many years does it take to be vested in OPERS?

You can retire and get your FULL benefit at age 55 with 32 years of service or age 67 with five years of service. You can retire with a smaller, REDUCED benefit at age 57 with 25 years of service or age 62 with five years of service.

can i collect social security and opers at the same time

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