Estate planning at OPERS
How to protect 4 OPERS accounts — manage beneficiaries online, and file death claims
OPERS Member Services
Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215
OPERS Member Services
Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215
OPERS Member Services (Report a Death)
Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215
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.
Sources
Data sourced from OPERS primary sources (5 pages reviewed). How we research.
OPERS Member Services
Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215
OPERS Member Services
Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215
OPERS Member Services (Report a Death)
Ohio Public Employees Retirement System, 277 East Town Street, Columbus, OH 43215
Estate planning articles
Learn how to protect your OPERS accounts and other assets with trusts, beneficiary designations, and estate planning documents.
