Use this checklist as you get ready for your 2011 e-Form 119 annual reporting and as a quick guide throughout the year. It includes important dates, tips and guidelines.
This checklist is meant to be a quick reference tool – for detailed information, please refer to the OMERS Employer Administration Manual. The manual is updated every quarter and sometimes more frequently. Please check under “What’s new” for important updates.
Please also take advantage of our other online tools:
NEW! e-access requires less down-time for updating and information reconciliation. Now, you will find it to be more accessible after hours and on weekends.
Contribution rates change in 2012, starting with the first, full pay period in 2012. The 2012 rates are as follows:
Up to YMPE
Contributions are calculated on earnings up to and above the YMPE (the year’s maximum pensionable earnings limit for CPP contributions).
In 2012, contributions on earnings above this amount are paid to the OMERS Primary Pension Plan Retirement Compensation Arrangement (RCA).
This is used in calculating the OMERS bridge benefit, which is paid up to age 65, in addition to the lifetime pension for retired members.
Tip: Report all member events (enrolments, leaves, terminations, retirements, deaths, etc.) to OMERS when they happen – throughout the year. This will make your annual e-Form 119 reporting easier and quicker.
Complete the enrolment process for all full-time and part-time employees whose participation in OMERS is mandatory. Enrolling members promptly will help to avoid omission periods.
You can submit an e-Form 102 without the member’s beneficiary designation. If a beneficiary is not designated by the member, the beneficiary designation defaults to the member’s estate. To update the beneficiary, submit an e-Form 106 – Changing member information or the member can submit a Form 206 – Beneficiary information [82 KB] on their own.
Note: e-Form 102 – Enrolling an OMERS member has had minor additions. If there is a difference between a member’s hire date and enrolment date, OMERS will request the member’s annual salary, percentage worked during that period, and home address. Please ensure that the information you provide is accurate, as OMERS will use it to provide a buy-back cost to the member.
An employee eligible to contribute to the Ontario Teachers’ Pension Plan cannot enrol in OMERS. All employees of school boards who hold teaching qualifications (e.g., teaching certificate, letter of permission) must join the Ontario Teachers’ Pension Plan, even if the employee is in a non-teaching position.
As part of your annual processes, be sure to offer membership to employees who are eligible for OMERS membership and whose participation is not mandatory. (See OMERS Employer Administration Manual for details of who is eligible under the Pension Benefits Act.)
Use the following guidelines when reporting member events on the e-Form 143.
In January, we will mail you the following reports:
Reminder: On February 19, 2009, OMERS extended active membership from age 69 to age 71 with a five-year transition period.
The transition period rules apply to members who reach age 69 on or after March 1, 2009, but before March 1, 2014. An active OMERS member who reaches age 69 on or before February 28, 2014, may elect, despite ongoing employment, to start his/her OMERS pension on the first of any month up to the earlier of:
It’s crucial that both OMERS and employers take measures to safeguard members’ personal information. One way to do this is to have a policy of never putting a member’s social insurance number (SIN) or any personal, financial, or sensitive information in an email text or an email attachment.
Always use e-Correspondence in e-access instead; it’s safe, secure, and monitored by our staff.
Each associated employer must certify that they continue to be eligible to participate in OMERS.
Associated employers must also certify that members reported on e-Form 119 are eligible to participate in OMERS; i.e., that they are eligible employees under the OMERS Act, 2006 and fall within the class(es) of covered employees designated to participate.
OMERS Client Services is your first point of contact for OMERS administration and for the e-Form 119 process.
Hours: Monday to Friday, 8 a.m. to 5 p.m.
Phone: 416-369-2444 or 1-800-387-0813.
You can also access OMERS user-friendly online tools such as the Employer Administration Manual, e-access (e-Learning) and www.omers.com for additional information.