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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→OPERS

Estate planning at OPERS

How to protect 4 OPERS accounts — manage beneficiaries online, and file death claims

OPERS

Subsidiary of State of Ohio

opers.org→
OPERS logo

OPERS Member Services

Phone1-800-222-7377
Mailing Address

Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215

WebsiteLearn more→

OPERS Member Services

Phone1-800-222-7377
Mailing Address

Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215

WebsiteLearn more→

OPERS Member Services (Report a Death)

Phone1-800-222-7377
Mailing Address

Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215

WebsiteNotify online→
Verified Jul 2026

OPERS provides pension benefits that pass to a named survivor or beneficiary at death, outside of probate. The benefit OPERS pays depends on the option the member elected and the beneficiary on record, which is why families should confirm designations well before they are needed.

Managing beneficiaries at OPERS is straightforward—changes can be made online and by mail. Trust funding options vary by account type—check with OPERS for specifics.

OPERS has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, and review 4 account types at OPERS.

View details →

When someone dies

Death claim process

5-step process, 3 required documents, and contact information for survivors.

View details →

Because OPERS serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.

SimplyTrustSimplyTrust Editorial·Updated July 11, 2026

Sources

  • opers.org

Data sourced from OPERS primary sources (5 pages reviewed). How we research.

OPERS

Subsidiary of State of Ohio

opers.org→
OPERS logo

OPERS Member Services

Phone1-800-222-7377
Mailing Address

Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215

WebsiteLearn more→

OPERS Member Services

Phone1-800-222-7377
Mailing Address

Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215

WebsiteLearn more→

OPERS Member Services (Report a Death)

Phone1-800-222-7377
Mailing Address

Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your OPERS accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your OPERS accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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