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Employer Checklist for Retirements OP SEU Pension Trust 1 Adelaide Street East, Suite 1200, Toronto, Ontario M5C 3A7 Telephone: 4166816100 Toll free: 18006370024 Fax: (416) 6816175 www.optrust.com

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Start by gathering all the necessary information and documents required to complete the optrust form.

02

Carefully read the instructions provided with the optrust form to understand the specific requirements and guidelines.

03

Begin filling out the form by entering your personal details such as your full name, address, contact information, and social security number.

04

Provide any additional information that may be required, such as employment details or financial information, depending on the purpose of the optrust form.

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Sign and date the optrust form as required. If there are any additional signatures required, ensure they are obtained before submitting the form.

Who needs optrust?

01

Individuals who are eligible and wish to enroll in a pension plan may need to complete an optrust form.

02

Employees who are joining a new company that offers a pension plan may be required to fill out optrust forms to initiate their enrollment.

03

Individuals who are seeking to make changes to their existing pension plan, such as updating beneficiary information or electing different investment options, may need to submit optrust forms.

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What is optrust?

Optrust stands for Ontario Public Service Employees Union Pension Trust and it is a pension plan for Ontario Public Service employees.

Who is required to file optrust?

The Ontario Public Service employees who are members of the OPSEU Pension Trust are required to file optrust.

How to fill out optrust?

Optrust can be filled out by accessing the online system provided by the OPSEU Pension Trust and submitting the required information.

What is the purpose of optrust?

The purpose of optrust is to provide a comprehensive record of the pension earnings and contributions made by Ontario Public Service employees to the OPSEU Pension Trust.

What information must be reported on optrust?

Optrust requires the reporting of pension earnings, contributions made by the employee and employer, investment income, and any other relevant information regarding the pension plan.

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