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e-access Update

Welcome to the e-access Information Portal

Your feedback is shaping the future of our administration system. Our Products & Technology team is hard at work revamping e-access into a system that’s built with you in mind.

As the e-access subject matter experts, you had a lot to say about what works and what can be improved – and it’s clear that we have a lot to do! Therefore, implementation of the new system will follow an iterative approach, transitioning functionality over piece-by-piece to provide you with the highest value features as soon as possible. Although this means you will be working in two systems for a while, it will be a great opportunity for you to get used to the new look and feel.

This site will be your source for information, training materials and important dates.  Be sure to bookmark this page and stay tuned!


Training Materials

The following features will be introduced in the new and improved e-access on our first release. Training materials will be added as they become available; check back frequently for new content.

Member Profile

e-access Member Profile Guide

Links to come.

Administration Webinars

We will be hosting a series of webinars to get you comfortable with the new system and provide you the opportunity to ask questions. You can choose to attend each individually or participate in the workshop to cover all components of the first launch.

Are you looking to learn everything you need to know about the first launch of the new e-access portal in one workshop?

In this webinar, you will experience a walk-through of the following features in the new e-access portal:

  • Completing an e-Form 102

  • Completing an e-Form 106

  • e-Correspondence

  • Login and Homepage

  • Member Search and Member Profile

  • Request Search

Monday, August 10, 2020- 12:00 p.m. to 1:30 p.m. EDT

Wednesday, August 19, 2020 - 10:00 a.m. to 11:30 a.m. EDT

Friday, August 21, 2020 - 10:00 a.m. to 11:30 a.m. EDT

Experience a walk-through of completing an e-Form 102 in the new e-access portal.

Tuesday, August 11, 2020 - 10:00 a.m. to 10:45 a.m. EDT

Friday, August 21, 2020 - 2:00 p.m. to 2:45 p.m. EDT





Experience a walk-through of completing an e-Form 106 in the new e-access portal.

Wednesday, August 12, 2020 - 2:00 p.m. to 2:45 p.m. EDT

Thursday, August 20, 2020 - 10:00 a.m. to 10:45 a.m. EDT


Experience a walk-through of the Homepage, as well as the Member Search and Request Search functionality in the new e-access portal.

Thursday, August 13, 2020 - 10:00 a.m. to 10:45 a.m. EDT

Tuesday, August 18, 2020 - 2:00 p.m. to 2:45 p.m. EDT



Experience a walk-through of e-Correspondence in the new e-access portal.

Friday, August 14, 2020 - 10:00 a.m. to 10:45 a.m. EDT

Monday, August 17, 2020 - 2:00 p.m. to 2:45 p.m. EDT




Latest News

The e-Correspondence e-Learning Module is available now!

August 14, 2020

To familiarize yourself with the e-Correspondence in the new system, please take some time to review the e-Learning module posted above. Although the functionality remains similar, it will provide a sneak peek of how to navigate through the new system.


The Member Profile e-Learning Module is available now!

August 7, 2020

To familiarize yourself with the a member profile in the new system, please take some time to review the e-Learning module posted above. Although the functionality remains similar, it will provide a sneak peek of how to navigate through the new system.


The Homepage and Login & Member Search e-Learning Modules are available now!

July 31, 2020

To familiarize yourself with the homepage, login page, and searching for members in the new system, please take some time to review the e-Learning modules posted above. Although the functionality remains similar, it will provide a sneak peek of how to navigate through the new system.


The Request Search e-Learning Module is available now!

July 23, 2020

To familiarize yourself with searching member requests in the new system, please take some time to review the e-Learning module posted above. Although the functionality remains similar, it will provide a sneak peek of how to navigate through the new system.


Webinars for the new e-access portal are here! Register now to participate in live walk-throughs

July 23, 2020

Explore the new e-access portal by registering for a live webinar, where an OMERS Education & Training Specialist will walk you through everything the first launch has to offer. These virtual sessions will provide you with a sneak peak of the new e-access and give you the opportunity to ask any questions you may have throughout.


The Changing Member Information e-Learning Module is available now!

July 21, 2020

To familiarize yourself with changing a member's information in the new system, please take some time to review the e-Learning module posted above. Although most content in the form remains the same, it will provide a sneak peek into the way forms will function in the new system.


The Enrolment e-Learning Module is available now!

July 7, 2020

To familiarize yourself with enrolling a member in the new system, please take some time to review the e-Learning module posted above. Although most content in the form remains the same, it will provide a sneak peek into the way forms will function in the new system.


Who will be the face of e-access?

July 7, 2020

The classic e-access name will remain, but we are putting a face to the name. Vote on which character you think should be the face of the new e-access. The winning character will be given a digital makeover and will be there to greet you on launch day.

Vote now!


Updates to Disability Elimination Period Reporting and Deadlines

July 7, 2020

Throughout our discussions with you, several opportunities were identified to enhance administrative processes. In response to your feedback and to streamline administration, OMERS will be improving the reporting process for disability elimination periods.

Beginning July 25, 2020, you will be able to report the disability elimination period using the Leave period reporting/election – Form 165. Integrating the disability elimination period into the Form 165 means a simplified and consistent reporting process for you and provides members with the same period of time as other leaves to finalize the purchase. This change will be available prior to the launch of the new e-access system.

For more information please see the FAQ below. An e-Learning module outlining the Disability Leave Period Administrative Changes is now available .


Updates to Disability Elimination Period Reporting and Deadlines

An elimination period is two things:

Leave period reporting
An absence due to total disability (i.e. the employee is unable to perform their job due to illness or injury as determined by the employer) and no deductions for OMERS pension accruals are taken at 100% pay. This type of leave period has unique reporting and payment deadlines compared to other leaves during which deductions for OMERS do not occur.

If an employer continues to pay/deduct at 100%, then that is considered paid leave and is included as part of the Form 119 reporting (e.g., vacation).

OMERS disability benefit
A period that precedes eligibility for OMERS disability benefits. That condition of total disability must last more than 4 months. The member must pass or “eliminate” this period before applying for OMERS benefits.

After lots of feedback from employers, OMERS will be aligning leave reporting for periods of absence due to total disability with other leaves. The Disability elimination period – Form 164 will be decommissioning.

Going forward, the disability elimination period will be reported using the Leave period reporting/election – Form 165. We will now be referring to this leave as a Disability Leave. Integrating the disability elimination leave period into the Form 165 means a simpler and consistent reporting process for employers and members.

The purchase deadline for Disability Leaves will now be December 31 of the year following the year the member either

  • returns from leave (if they do not start OMERS disability benefit) or;

  • starts OMERS disability benefits based on the same condition.

The employer obligation to match contributions, should the member wish to purchase, will continue until the new deadline.

The update will occur on the evening of July 24, 2020. After this, the Disability Leave will be an available “leave type” option on the Leave period reporting/election – Form 165. The Disability elimination period – Form 164 will no longer be available.

While the updates to the forms will be available after July 24 the change will be retroactive to January 1, 2020. Meaning, any disability leave that took place in 2020 should be reported using the Form 165.

Any e-Form 164 that exists in e-access but has not been submitted will be changed by OMERS to an e-Form 165 as of July 24, 2020. Please go in and submit these leaves as election “I don’t know.”

The revised timeline will still apply to these leaves – if a member later decides to purchase within the purchase timeline, please send OMERS an e-Correspondence to change the election.

In these scenarios, the old procedures will be followed, and financials should be added to the 119 or 143 as basic service.

The cost to the member will continue to be single contributions (to be matched by the employer) until the new purchase payment deadline.

After the deadline, a member can purchase the period as a buy-back through OMERS which may be more expensive and does not include any employer matching.

Yes - open-ended reporting will follow the same process as other leaves.

Yes; one new payment option is available. If they elect to purchase the elimination period:

  • Cash (through the employer) or;

  • OMERS Additional Voluntary Contributions (AVCs)

At this time a member cannot pay for a Disability Leave using RRSP.

No, there has not been a change to OMERS disability process. While the name of the leave period has changed to “Disability Leave”, a member must still qualify for an OMERS disability benefit through meeting what is still referred to as the disability elimination period requirements. The elimination period starts on the member’s last day worked due to disability and ends on the day before the 1st of the 5th month following the date start date of the disability.

The only thing that has changed is that that a Disability Leave will now be reported for the duration of the disability elimination period.

PA reporting will follow the same procedure as authorized leave periods.

  • If a member elects to purchase the Disability Leave Period before April 30 following the year the member returned from leave (or went on OMERS disability benefits), the leave will be included in the calculation of the PA for T4 reporting.

  • If a member elects to purchases the Disability Leave Period after April 30 of the year following the year the member returns from leave (or starts OMERS disability benefits), OMERS must apply for a past service pension adjustment (PSPA) for the purchase to be approved.

Important: Making the offer soon after the member returns from leave or coincident with application for OMERS disability benefits is important to ensure the member has the opportunity to make an election before April 30 even though the purchase deadline is later.

If a member does not elect to purchase the Disability Leave Period, the period will be non-eligible service. It will not count towards the determination of early retirement factors. The service will remain purchasable as a leave period until the expiry date, or a buy-back after the deadline.

Batch processing will not be available at this time but is something we are looking to implement in future e-access enhancements.

Yes. You will be able to download leave period information directly from e-access. A leave extract will capture all leave periods (including the Disability Leave Period) regardless of a member’s election status.

If a member elects to purchase the Disability Leave Period, you will not report this period on the Form 119 or Form 143.

As the reporting process for Disability Leave Periods will now align with standard leave period reporting, if a member purchases the period, you will process an election and send the funds to OMERS with your service purchase remittance.

Going forward, employers should use the Form 165 dropdown if they have a message and/or question regarding a Disability Leave Period.

For more information, an e-Learning module outlining the Disability Leave Period Administrative Changes is now available.

We're here to help. Contact Employer Services.

Monday to Friday, 8 a.m. – 5 p.m. EDT
Phone: +1 416.350.6750
Toll-free: +1 833.884.0389
Email: employerservices@omers.com