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

Additional Beneficiaries

If you require additional space, please use the Additional Beneficiary Designation form (in addition to the form below) to complete your beneficiary designation.

 

Active or Vested Members

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

Beneficiary Designation – Active or Vested Member Death Benefits

Retiree Death Benefits

Use these forms if you are currently receiving an OPERS retirement benefit.

Complete the following form to name a person or institution (other than a funeral home) as your primary beneficiary:

Beneficiary Designation – Retiree Death Benefits

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.)

Retiree Receiving Benefits under Option C

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

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 click the link above for Retiree Death Benefits to complete a second designation.