How to designate beneficiaries at OPERS
Covers 4 state-pension accounts — beneficiaries can be managed online
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 with OPERS centers on two elections: the retirement option that sets a continuing survivor benefit, and the beneficiary designation for any lump-sum death benefit. Both are recorded with OPERS and take precedence over a will, so reviewing them after major life changes is essential.
OPERS has 4 pension benefits with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Sources
Data sourced from OPERS primary sources (5 pages reviewed). How we research.
Download these OPERS instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against OPERS primary sources. Bring it to the branch or keep it beside the phone.
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
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