Forms are available in PDF Format. Please print, complete and fax or mail to OMERS.
To avoid delays in processing, please ensure that all forms are filled out correctly and completely before returning to OMERS.
If you have a deferred OMERS pension, use this form to change or update the information OMERS has on file for you.
Use to change your address, banking, tax or beneficiary 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.
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.”
If you have a deferred OMERS pension, use this form to apply for your OMERS retirement pension.
Use this form to apply for a shortened life expectancy benefit.
Completed by the member and doctor(s) for disability pension or disability waiver of contribution requests.
Completed by a member to give up rights to an OMERS disability benefit.
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.
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.
If you are receiving a disability benefit, OMERS may ask you to complete this form to ensure that you still qualify.
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.
Provides OMERS with your former spouse's personal, address and banking information.
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.
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.
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 have your OMERS pension payment deposited directly into your US account.
Use this form to have your OMERS pension payment deposited directly into your UK account.
Use this form to register or change your beneficiary on file with OMERS.
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 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 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.
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 make a payment to catch up on your automatic contributions to your AVC account.
View PDF (typeable form):
Use to record a retired member's enrolment election.
TD1- Personal tax credits return >
Canada Revenue Agency federal and provincial forms for personal tax credits return.
TD1 Déclaration des crédits d'impôt personnels >
The Pension Benefits Act (PBA) form is required for locked-in commuted value transfers.
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.
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 will help you calculate what you can expect to receive after you retire, based on your income before retirement.
This form is designed to help you and your family keep track of your important documents so they can be found quickly when needed.
Use this form to apply for a cost to buy back previous service with a private sector employer.
Use this form if the previous employer is unable to complete the Form 260.
FSCO forms are used to waive a survivor benefit in OMERS and replace the OMERS Form 156. This form is applicable to pre-retirement death benefit.
FSCO forms are used to waive a survivor benefit in OMERS and replace the OMERS Form 156. This form, applicable to death after pension is in pay – must be signed within 12 months prior to pension commencement.