Do you need to update your information or request something from OPERS? The most frequently requested forms are provided for you below to download and complete. If you have trouble accessing these files, you may need to update the free Adobe® Reader. Click here to go to the Adobe® website.

OPERS Member Request Form (515-135-15) – Complete this form to request a benefit estimate, accounting of service, accumulated contributions, divorce valuation or other calculation.

Beneficiary Designation Forms
Direct Deposit Authorization (515-132-10) 
Call the OPERS office to request the direct deposit form.
Retirement Application Packet
Ready to retire? Contact your retirement coordinator to request a packet. Click here for more information about the retirement process.

Beneficiary Forms

Designation of Beneficiary Forms

OPERS maintains multiple versions of this form for retired, active, and vested members. Please choose from the following to obtain the appropriate version of the OPERS Designation of Beneficiary form:

I am currently receiving a monthly retirement benefit from OPERS
Retired members and those in the process of applying to receive monthly benefits

OR

I am not currently receiving a monthly retirement benefit from OPERS
Active and Vested members

Active Beneficiary Forms

Designation of Beneficiary – Active or Vested Benefits

Please complete the following form if you are an active or vested member of OPERS:

Beneficiary Designation – Active or Vested Member Death Benefits

If you require additional space, please use the following form (in addition to the form above) to complete your beneficiary designation.

Additional Beneficiary Designation

Retiree Beneficiary Forms

Designation of Beneficiary Form – Retiree Death Benefits

Please choose from the following to obtain the appropriate version of the OPERS Designation of Beneficiary – Retiree Death Benefits form:

I am naming a person or institution as my primary beneficiary.

OR

I am naming a funeral home as my primary beneficiary.

OR

I receive OPERS retirement benefits under Option C.
(Note: only a small percentage of OPERS retirees receive benefits under this option) 

Designation of Beneficiary – Active or Vested Benefits

Please complete the following form if you are an active or vested member of OPERS:

Beneficiary Designation – Active or Vested Member Death Benefits

If you require additional space, please use the following form (in addition to the form above) to complete your beneficiary designation.

Additional Beneficiary Designation

Designation of Beneficiary – Retiree Death Benefits
Naming a Funeral Home

Please complete the following form to name a funeral home as your primary beneficiary:

Beneficiary Designation: Funeral Home – Retiree Death Benefits
(Please print this form on legal-sized paper.)

If you require additional space, please use the following form (in addition to the form above) to complete your beneficiary designation.

Additional Beneficiary Designation

Designation of Beneficiary – Retiree Death Benefits
Option C Survivor Benefits

As a retired member receiving benefits under Option C, you have the right to name a beneficiary to receive survivor benefits should you pass away within the first 10 years of receiving benefits. If you live longer than the 10 years after your retirement date, no monthly benefits will be paid to your beneficiary after your death.
Please complete the following form if you are receiving OPERS benefits under Option C:

Beneficiary Designation – Option C Survivor Benefits

If you require additional space, please use the following form (in addition to the form above) to complete your beneficiary designation.

Additional Beneficiary Designation

Option C retirees also have the right to a second beneficiary designation to receive the $5,000 Death Benefit payable upon the death of an OPERS retiree. A separate designation is not required. To name a different beneficiary to receive the $5,000 Death Benefit, complete the form above for Option C, then go here to complete the second designation.