Get Opers

Filling out the Opers form online is an essential step in applying for your Traditional Pension Plan refund after leaving public employment. This guide provides clear instructions to help you navigate each section and required field efficiently.

Follow the steps to fill out the Opers form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor. This action will allow you to access the online version of the Opers form.
2. In Section 1, enter your personal information. This includes your Social Security number, first name, last name, date of birth, and contact details such as your home, cell, and work phone numbers, along with your email address. Ensure all information is accurate as this will affect your application.
3. Move to Section 2 to complete the rollover request for eligible distributions. Confirm your plan administrator's acceptance of rollovers and provide trustee information if rolling over to an IRA or another retirement plan.
4. In Section 3, decide if you want to withhold additional federal taxes. Specify the amount you would like withheld from your refund, keeping in mind that the total taxes must not exceed the amount of your refund.
5. Section 4 requires you to indicate your membership status in other retirement systems. Check the boxes for the systems where you are or have been a member.
6. If you are a qualified public safety employee, complete Section 5 to confirm your eligibility regarding the early withdrawal penalty.
7. Section 6 requires verification from your former employer's payroll officer. If you left employment less than a year ago, ensure this section is completed for your application to be processed.
8. In Section 7, acknowledge the application by signing in the presence of a Notary Public or your former employer’s payroll officer. This step certifies that the details you provided are complete and true.
9. Finally, review all sections for accuracy. Upon completion, save changes to the form, and choose whether to download, print, or share your filled-out application.

Start filling out your Opers form online today to ensure a smooth refund process.