THESE FORMS ARE FOR EMPLOYER USE ONLY
About OMERS forms
- A suite of e-Forms is available in e-access for many OMERS administration processes. Log-in to e-access.
- Typeable forms: open the PDF, complete the typeable sections, print the form, sign it, then fax or mail to OMERS. Typeable forms cannot be saved or sent by e-mail.
- Print versions: open the PDF, print the form, complete it manually and sign it, then fax or mail to OMERS.
We recommend you download the latest version of the free Adobe Acrobat Reader for full functionality on these forms.
Click the form number you need or scroll through the list:
101; 102; 103; 104; 105; 106; 131; 143; 147; 148; 152; 158; 160; 164; 165; 167; 168; 170; 181; 182; 190; 206; Employed OMERS retiree election form; Direction to administrator; T2033; T2151; TD1
Form 101 - Direct deposit registration form
Register for Royal Bank's National Direct Deposit Service (NDDS) or change your NDDS record.
Open typeable form
Form 102 - Enrolling a member
Available in e-access.
Enrol an eligible employee in the OMERS plan.
List of unions/associations (member's affiliation)
Form 103 - Waiver of OMERS membership
Use for an employee who is eligible to enrol in OMERS but declines the offer of membership.
Open typeable form
Form 104 - Offer of OMERS membership – part-time employee
Use to offer OMERS membership to an eligible part-time employee for whom participation in OMERS is voluntary.
Open typeable form
Form 105 - Contribution remittance summary
Available in e-access.
Use to remit contributions (regular and/or pay schedule) to OMERS.
Form 106 - Changing member information
Available in e-access.
Use to change member information.
Open print version List of unions/associations (member's affiliation)
Form 131 - Request for a supplementary agreement or amendment
Use to request or change Type 1, Optional Service or Type 3 - Permanent Partial Disability coverage.
Open typeable form
Form 143 - Request for an OMERS plan benefit
Available in e-access.
Use to request an OMERS plan benefit when a member terminates employment, becomes disabled, retires or dies.
Form 147 - Certificate of total disability
Completed by the member and doctor(s) for disability benefit requests.
Open typeable form
Form 148 - Forfeiting rights to disability benefits
Completed by a member to give up rights to an OMERS disability benefit.
Open typeable form
Form 152 - Notice of rehabilitative work
Use to notify OMERS of a member who is returning, or has returned, to rehabilitative work.
Open typeable form
Form 158 - Employment change/benefit request
Use to report a change in employment status or to request an OMERS plan benefit for a member on a disability waiver of contribution.
Open typeable form
Form 160 - Service purchase application form
Completed by a member and current/past employer(s) for a service purchase or retirement age conversion and to request proof of previous earnings and service.
Open typeable form
Form 164 - Disability elimination period
Available in e-access.
Use this form to administer and report disability elimination periods.
Open print version
Form 165 - Leave period reporting/election
Available in e-access.
Use to report a leave period and/or member's purchase election.
Open print version
Form 167 - Omission Period application
Request a cost for the period an eligible employee should have been enrolled in OMERS.
Open typeable form
Form 168 - Proof of eligible service
Use to confirm a member has eligible service in the OMERS plan.
Open typeable form
Form 170 - Confirmation of eligible service for firefighters
Use to confirm a firefighter is other-than-continuous full-time (OTCFT) and has eligible service in the OMERS plan.
Open typeable form
Form 181 - Divestment information form - employer
Use to provide details of a divestment.
Open typeable form
Form 182 - Divestment information form - member
Use for a member transferring to a new employer/enrolling in another pension plan due to a divestment.
Open typeable form
Form 190 - Request for a pension estimate
Available in e-access.
Request an estimate for a normal or early retirement pension, disability pension, or a separation (marital breakdown) estimate.
Form 206 - Beneficiary information
Use this form to register or change your beneficiary on file with OMERS.
Open print version
(typeable form is in development)
Employed OMERS retiree election form
Use to record a retired member's enrolment election.
Open typeable form
Direction to administrator
Pension Benefits Act (PBA) required form for locked-in commuted value transfers.
Open typeable form
T2033 - Direct transfer
CRA form required for a transfer to OMERS from an RRSP or LIRA.
T2151 - Direct transfer of a single amount
CRA required form for a transfer from OMERS to an RRSP, LIRA or registered pension plan (RPP).
TD1 - Personal tax credits return
CRA federal and provincial forms for personal tax credits return.
Canada Revenue Agency's forms page