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Ohio Public Employees Retirement System 277 East Town Street, Columbus, Ohio 43215-4642 1-800-222-PERS (7377) www.opers.org *OS-1* Certification of Federal, Out-of-state or Municipal Service Use this
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How to fill out form os-1 - opers
How to Fill Out Form OS-1 - OPERS:
01
Begin by providing your personal information in the designated fields. This includes your full name, address, social security number, and date of birth. Make sure to double-check the accuracy of this information before proceeding.
02
Next, indicate the type of retirement plan you are enrolling in. This could be a traditional pension plan, a defined contribution plan, or another retirement option offered by your employer. Select the appropriate option from the provided choices.
03
If you are currently employed, enter your job title and the start date of your employment. If you are not employed, you can skip this section.
04
Indicate whether you are transferring retirement credit from another system or if you are purchasing credit for previous service. If so, provide the necessary details and documentation.
05
Select the desired beneficiary designation for your retirement account. You may choose a specific person, multiple individuals, or a trust. Provide their full names, relationship to you, and their dates of birth.
06
If you have any health insurance coverage under OPERS, indicate your enrollment status in the healthcare plan section. You may choose between single coverage, family coverage, or waiving the coverage altogether.
07
If you are eligible for military service credit or other types of service credit, provide the relevant details in the designated fields.
08
Read and acknowledge the statements at the bottom of the form, including those related to confidentiality and authorization.
Who Needs Form OS-1 - OPERS?
01
Employees who are eligible to participate in the Ohio Public Employees Retirement System (OPERS) require Form OS-1 to enroll in the retirement plan.
02
Individuals who wish to make changes to their existing OPERS retirement account or update their beneficiary designation will also need to use this form.
03
Those who want to apply for service credit transfers or purchases must fill out Form OS-1 as part of the process.
Note: It is important to consult the official OPERS website or contact their customer service for the most up-to-date and accurate information regarding Form OS-1 - OPERS.
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What is form os-1 - opers?
Form OS-1 - OPERS is a document used for reporting information about occupational pension plans.
Who is required to file form os-1 - opers?
Employers offering occupational pension plans are required to file Form OS-1 - OPERS.
How to fill out form os-1 - opers?
Form OS-1 - OPERS can be filled out online or submitted in hard copy with the required information about the pension plan.
What is the purpose of form os-1 - opers?
The purpose of Form OS-1 - OPERS is to provide information about occupational pension plans to the relevant authorities for regulatory purposes.
What information must be reported on form os-1 - opers?
Form OS-1 - OPERS requires information about the pension plan structure, funding, contributions, and beneficiaries.
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