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OH OPERS Personal History Record/Elected Official Membership 2009 free printable template

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Ohio Public Employees Retirement System 277 East Town Street, Columbus, Ohio 432154642 1800222PERS (7377) www.opers.org×A×Personal History Record INSTRUCTIONS 1. As a public employee you are required
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OH OPERS Personal History Record/Elected Official Membership Form Versions

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How to fill out OH OPERS Personal History Record/Elected Official Membership

01
Obtain the OH OPERS Personal History Record form from the official website or through the designated office.
02
Fill in your personal details, including your full name, date of birth, and contact information.
03
Provide your employment history, including dates of service and the name of each employer.
04
Include any necessary information related to your education and training.
05
Indicate your elected office position and the term dates in the relevant section.
06
Review all information for accuracy and completeness.
07
Sign and date the form where indicated.
08
Submit the completed form to the appropriate OH OPERS office as instructed.

Who needs OH OPERS Personal History Record/Elected Official Membership?

01
Elected officials who are becoming members of the Ohio Public Employees Retirement System (OPERS) require the Personal History Record.
02
Individuals seeking retirement benefits or membership coverage through the OPERS must complete this record.
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People Also Ask about

You cannot withdraw funds or borrow against your OPERS account. As a member of OPERS you have options if you decide to leave public employment: you can refund your contributions or leave your account on deposit with OPERS.
You have two options: roll over all or a portion of your account to an eligible retirement plan or have your refund deposited directly into your bank account. Members who have participated in an Alternative Retirement Plan cannot apply for a refund online. They must contact OPERS to receive the appropriate refund form.
There are two ways to do a rollover. You can do either a direct rollover or a 60-day rollover. If you do a direct rollover, OPERS will make the payment directly to your IRA or an employer plan. You should contact the IRA sponsor or the administrator of the employer plan for information on how to do a direct rollover.
If you are a public employee with a PERS retirement account, you have the option to roll it over to another institution. In order to qualify to do a PERS Retirement Rollover, you must no longer be employed by the company that you are contributing to the PERS Retirement account.
For members in Groups A and B, the retirement benefit calculated under the Traditional Pension Plan consists of an annual lifetime allowance equal to 2.2 percent of final average salary, multiplied by the first 30 years of service plus 2.5 percent of final average salary for each year, or partial year of service credit
OPERS benefits are subject to local school district income taxes in Ohio. You are responsible for these taxes if your local school district has an income tax, but we cannot specifically withhold the tax from your benefit.

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The OH OPERS Personal History Record/Elected Official Membership is a document used by the Ohio Public Employees Retirement System (OPERS) that collects essential information about elected officials to establish and manage their membership within the retirement system.
Elected officials in Ohio who wish to participate in the OPERS retirement system are required to file the OH OPERS Personal History Record/Elected Official Membership.
To fill out the OH OPERS Personal History Record/Elected Official Membership, individuals should provide accurate personal information including their name, social security number, service dates, and other relevant data as instructed on the form.
The purpose of the OH OPERS Personal History Record/Elected Official Membership is to collect necessary information for establishing a retirement account for elected officials, ensuring they receive benefits upon retirement.
The information that must be reported includes the elected official's name, date of birth, social security number, appointment date, and other personal and employment details relevant to retirement plan eligibility.
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