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Disability Benefits & Service Retirement

Disability

Disability benefits may be available for those members who are disabled from their last position of public employment.

OPERS offers Traditional Pension Plan members, who are eligible, one of two disability programs -- the Original Plan or the Revised Plan. Employees who had contributions on deposit with OPERS on July 29, 1992 had a one-time opportunity to select coverage under one of these programs. Those employees hired after July 29, 1992 are covered only under the Revised plan.

For more information regarding disability features, please refer to the Disability Benefits leaflet. Eligibility requirements for disability are found on page 2 of this guide.

For information regarding the application process, please refer to the Your guide to applying for an OPERS disability benefit. This document provides high level information and will explain what documents are required for an employee who wishes to apply for a disability benefit. Click here for the required information needed for a member who is applying for a disability benefit. This list includes required documents for the employer as well as resource information for the member and the employer.

The Employer's Role in Disability Benefits

The employer will need to complete the Report of Employer for a Disability Benefit Applicant (form DR-4), along with a formal job description. The member’s disability application cannot move forward in the disability process without the form DR-4 and formal job description. If the employer is able to provide the final date of compensation on the DR-4 form, OPERS requests this be completed.

The employer will be notified of the outcome of the board’s decision regarding the member’s disability benefit application. OPERS will request the Certification of Employees Final Payroll form (DR-F85) via ECS.

*NOTE: Employees must be removed from the employer’s payroll by the end of the month, following the month in which the decision was to approve the disability benefit application. If the employee stays on the employer’s payroll past this time frame, their disability benefit will not be paid and they will be required to re-apply for a disability benefit if eligible. Additionally, it is important that the date listed as the final date of compensation falls within the dates that will be reported as the final pay period.

Please contact Employer Outreach at 1-888-400-0965 if you have any questions regarding completing the Report of Employer for a Disability Applicant (form DR-4) or the Certification of Employees Final Payroll (form DR-F85.)

For additional questions specific to an individual's account and application, members should be encouraged to contact the OPERS Member Services Center at 1-800-222-7377.

Service Retirement

For details of the benefits available under the OPERS retirement plans, please view the publications listed below. Please note, the information in these publications is based on changes effective Jan. 7, 2013 as a result of Sub. Senate Bill 343.

The Employer's Role in Service Retirement

Upon receipt of a member’s retirement application, OPERS will send the employer a Certification of Employee’s Final Payroll (F-85) for service retirement asking for the Final payroll information.

It is important to note that OPERS sends the F-85 letter to employers early in the process. Employers should send the completed F-85 to OPERS as soon as the employer is able to certify the member’s Final payroll information. Without this information, OPERS cannot complete the processing of the member’s retirement application.

For additional questions specific to an individual's member’s account and application, members should be encouraged to contact the OPERS Member Services Center at 1-800-222-7377.