Forms
Retiree Spousal Information and Beneficiary Designation
Complete this form and return it to OPTrust if you are a retired member of the OPSEU Pension Plan and you wish to update your spousal information and/or designate a beneficiary for any survivor benefits that may be payable from OPTrust after your pension has started.
Disabled Child Information
Complete this form if you are a member or a retired member and you are the parent of a child who is dependent on you and/or your spouse due to a mental or physical disability.
Personal Information Change Request
Complete this form to request a change to your personal information.
Authorization for the Release of Personal Information
Members of the OPSEU Pension Plan can use this form to authorize a third party to have access to their personal information.
Declaration of Attendance at a Secondary or Post-Secondary Institution
Complete this form if you are the eligible child of a deceased member of the Plan and you need to confirm you are a student.
Dentalcare Claim – Retired after 2016 – Pensioner Legacy Plan A2 – Co-Pay Plan
Dentalcare claim for those who retired after 2016 and are part of the Pensioner Legacy Plan A2 (Policy 169494) Co-Pay Plan.
Application for Lump Sum Payout Due to Shortened Life Expectancy
Complete this form if you wish to apply to withdraw the lump sum value of your pension from the Plan because you have an illness or physical disability.
Post-Retirement Benefits Optional Upgrade Application
Complete this form only if you are a retired member receiving a pension who is eligible to receive post-retirement benefits and wants to apply for the Post-Retirement Benefits Optional Upgrade Package offered by the Ontario government.
Canada Life Insured Benefits Change
The personal information collected on this form by OPTrust is used to process your insured benefit changes, which are provided through Canada Life.
Need help accessing and submitting your forms?
Use the free Adobe Acrobat Reader to download the form you need and submit your completed form through our secure online account, by fax (416-681-6175) or mail it to our corporate office address.