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CHANGE REQUEST Ohio Public Employees Retirement System 277 East Town Street, Columbus, Ohio 4321546421800222PERS (7377) www.opers.org×F50*This form is used to request a name or address change with
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Review your current retirement plan and understand the changes you want to make.
02
Consult with a financial advisor or retirement planner to discuss your goals and options.
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Changing your retirement plan refers to adjustments made to your savings strategy, investment choices, or withdrawal plans to better align with your financial goals during retirement.
Individuals who wish to make changes to their existing retirement plans, such as 401(k) or IRA holders, are typically required to file for changes. Employers managing retirement plans may also need to file amendments based on changes.
To fill out changes to your retirement plan, complete the necessary forms provided by your retirement plan administrator, ensuring you provide accurate information about the changes you want to implement.
The purpose of changing your retirement plan is to adapt to your evolving financial situation, optimize investment strategies, or comply with new regulations to ensure a secure retirement.
Information that must be reported may include personal identification details, the specific changes being requested, and any supporting documentation required by the retirement plan administrators.
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