Estate planning and settlement at OPERS
Name beneficiaries online and report a death at 1-800-222-7377
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.
At OPERS, beneficiary designations are managed online and by mail.
OPERS has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 4 account types at OPERS.
Preparing your estate →Death claim process
Report the death to OPERS at 1-800-222-7377. The page lists the steps and the documents to send.
When someone dies →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 (17 pages reviewed). How we research.
OPERS customer support
OPERS Member Services
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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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Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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