Member Forms

If you are receiving a disability benefit, OMERS may ask you to complete this form to ensure that you still qualify.

If you are no longer working for an OMERS employer, use this form to apply for your OMERS retirement pension.

Use this form to provide OMERS with consent to disclose your personal information to your employer for reasons other than pension plan administration.

Use this form to start, change or stop automatic contributions to your AVC account.

NOTE: You can change start, change or stop automatic contributions to your AVC account online instead of Form 401. Use our secure member service myOMERS to start, change or stop automatic contributions.

Use this form to make a payment to catch up on your automatic contributions to your AVC account.

Use this form to set up or change direct deposit for withdrawals from your AVC account, beginning the year in which you turn age 72.

Use this form if you participate in the AVC Income Option and wish to make an optional withdrawal from your AVC account.

Use this form to withdraw funds from your AVC account if you are an active member.

NOTE: You can withdraw funds from your AVC account through the myOMERS secure member access site. Your OMERS membership number and AVC account information are provided for you, and for non-locked-in funds, the withdrawal can be completed online.

Use this form to withdraw funds from your AVC account if you are a retired or deferred member and you have not yet turned age 72.

NOTE: Unless you're turning 71 this year, you can withdraw funds from your AVC account through the myOMERS secure member access site. Your OMERS membership number and AVC account information are provided for you, and for non-locked-in funds, the withdrawal can be completed online.

Login to myOMERS or use this form to register or change your beneficiary on file with OMERS.

If you are no longer working for an OMERS employer but haven't started your pension yet, use this form to change or update the information OMERS has on file for you.

Use to change your address, banking or tax information on file.

NOTE: You can change your address, direct deposit information or additional tax information online instead of Form 108. Change your information through our secure member service myOMERS. 

Provides OMERS with your former spouse's personal, address and banking information.

This form is to confirm that the deceased member does not have an eligible spouse and/or child.

For an eligible child of a deceased OMERS member to confirm that they in full-time attendance at an educational institution.

Canada Revenue Agency form T2033 required for a transfer to OMERS from an RRSP or LIRA.

Canada Revenue Agency form T2151 required for a transfer of your OMERS benefit to a registered pension plan, LIRA, LIF, RRSP, or RRIF.

The Pension Benefits Act (PBA) form is required for locked-in commuted value transfers.

Use to record a retired member's enrolment election.

Completed by a member to give up rights to an OMERS disability benefit.

This form will help you calculate what you can expect to receive after you retire, based on your income before retirement.

If you are a retired member use this form to provide OMERS with your spouse’s / common-law spouse’s information, along with your contact details.

This form is designed to help you and your family keep track of your important documents so they can be found quickly when needed.

Completed by the member and doctor(s) for disability pension or disability waiver of contribution requests.

This form is to provide medical information to determine if a deceased member’s child qualifies for an OMERS benefit under the definition of “totally disabled child.”

Use this form to change your existing pre-authorized debit instructions (PAD) for your past service purchase.

NOTE: You can use the OMERS Retirement Income Estimator instead of Form 190. Get your estimate in minutes through our secure member service: myOMERS.

Use this form to apply for a shortened life expectancy benefit.

Use this form to confirm eligible service in the OMERS Primary Pension Plan, where, as a former employee, you have tried but are unable to obtain proof of your service from your former OMERS participating employer.

Use this form to submit a claim that you are the common-law spouse eligible to receive an OMERS survivor benefit in the event of the death of an OMERS member.

Canada Revenue Agency federal and provincial forms for personal tax credits return. If you are seeking forms for the province of Quebec, please visit the Revenu Québec website.

Use this form to transfer funds to your AVC account. To process the transfer, you and your financial institution must also complete and sign the tax form included with this package.

NOTE: Save time and start your transfer on the myOMERS secure member access site. Only one paper form is needed. myOMERS pre-populates the T2033 tax form with your information as well as OMERS transfer authorization and information. Form 402 isn’t needed because this information is entered online.

Use this form to have your OMERS pension payment deposited directly into your UK account.

Use this form to have your OMERS pension payment deposited directly into your US account.

Use this form to waive the right of a member's eligible spouse to receive a refund of the member's Additional Voluntary Contributions account balance in the event of the member's death.

Use this form to waive OMERS spousal survivor benefits payable if a member dies after the commencement of the pension. Please review “Waiver Forms for Spousal Survivor Benefits” attached to the forms for further explanation. Form 151A must be signed within 12 months prior to pension commencement. Form 151B must be signed before the member’s death.

A member’s spouse can use this form to waive the OMERS spousal survivor benefits payable if a member dies before the commencement of the pension. Please review “Waiver Forms for Spousal Survivor Benefits” attached to the form for further explanation. The form must be signed before the member’s death and provided to OMERS.