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ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM 2223 E. WELLINGTON AVENUE, SUITE 100 SANTA ANA, CALIFORNIA GOVERNANCE COMMITTEE MEETING September 25, 2019 9:00 a.m. Members of the Committee Shawn Dewayne,
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01
To fill out Orange County Employees Retirement, follow these steps:
02
Obtain the retirement application form from the Orange County Employees Retirement System (OCERS) website or office.
03
Read the instructions carefully and gather all the necessary documents and information, including personal identification, employment history, and financial details.
04
Complete all the required sections of the retirement application form, including providing accurate information about your service credit, termination date, and anticipated retirement date.
05
Attach any supporting documents or forms that may be required, such as beneficiary designation forms or spousal consent forms.
06
Review the completed application form to ensure all information is correct and legible.
07
Submit the filled-out retirement application form and any supporting documents to OCERS either by mail or in-person at their designated office.
08
Follow up with OCERS to ensure they have received your application and to inquire about any additional steps or documents required for processing.
09
Wait for the retirement application to be reviewed and processed by OCERS. They will communicate with you regarding the status of your application and any further instructions.
10
Once approved, be prepared to attend retirement orientations or meetings to understand your benefits and options as an Orange County employee retiree.

Who needs orange county employees retirement?

01
Orange County Employees Retirement is specifically designed for the employees of Orange County. It is necessary for:
02
- Permanent employees of the Orange County government
03
- Employees who wish to retire and receive retirement benefits from the Orange County Employees Retirement System (OCERS)
04
- Employees who have met the eligibility criteria for retirement as specified by OCERS
05
- Employees who want to secure their financial future after retirement and ensure a steady income and other retirement benefits
06
- Employees who want to take advantage of the retirement planning and resources provided by OCERS
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Orange County Employees Retirement System (OCERS) is a defined benefit retirement plan for eligible employees of Orange County.
All eligible employees of Orange County are required to file for OCERS.
Employees can fill out OCERS forms online or through their HR department.
The purpose of OCERS is to provide retirement benefits to employees of Orange County.
Employees must report their employment history, salary information, and beneficiary details on OCERS forms.
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