Checklists
The bird’s-eye view to help you understand a process.
Offer of OMERS Membership Checklist
Handy when you’re offering membership to eligible employees.
Payroll Updates
OMERS contribution rates and thresholds for your payroll updates.
e-Form 119 Checklist
Before you begin
Ensure that you have an e-access account and you log in before January 1
Run a Membership Data Extract
Ensure your data maintenance is complete
Enrol any members that should have been enrolled but were not (e-Form 102)
Report any outstanding normal retirement age or status changes (e-Form 106)
Report any outstanding leave periods (e-Form 165a)
Report any outstanding disabilities (e-Form 143)
Report any outstanding member terminations, retirements, and pre-retirement deaths (e-Form 143)
Compare contributions remitted to contributions deducted to ensure they balance
January to June
Prepare for your e-Form 119 reporting
Build your import file using the Import File Builder or create an ASCII file
Ensure you have all e-Form 119 data
Credited service
Contributory earnings
RPP/RCA contributions
Pension adjustments (PAs) (only required if submitted after Feb 28)
Make sure you’ve included retro-payment details (if applicable)
Do your e-Form 119 reporting
Import your data into e-access
e-Form 119
Retro (if applicable)
Submit your data to OMERS
Resolve exceptions
Reconcile
Ensure all e-Form 119 requests have been submitted or deleted
Verify contributions reported vs. remitted
Generate Pension Reports
Select employer contact information
Click the green Reconcile button
Call OMERS Employer Services if you are having trouble with reconciling
Post reconciliation
Run the Membership Data Extract to obtain PAs (if before Feb 28)
Review the ANR125 – Form 119 RPP and RCA Reconciliation Report
Short remit on the next monthly remittance to recoup a credit balance (if applicable)
Remit funds on the next monthly remittance to pay balance owing (if applicable)
We're here to help!
Contact OMERS Employer Services if you need help with any of the steps.