Got mail? Get answers.

OPERS members and benefit recipients receive a lot of mail. This page provides you with an overview of our most common benefit-related mailings.

Below, you'll find the most recent OPERS mailings, with information to help explain:

  • What the mailed item is
  • What you need to do in response to the mailing (if anything)
  • Additional information to learn more

For Parents Assisting Their Children

Do you have a child that just started in an OPERS-covered position? Watch this video to learn how to best advise them with their retirement plan selection.

All dates are approximate. To ensure accuracy, OPERS often mails correspondence in batches that can stretch over multiple weeks. Please allow up to two weeks from listed dates for delivery of these items.

March 2018

Annual Statement

Annual Statement

What is it?

Annual statements are available to members of the OPERS traditional and combined plans, and offer a snapshot look at members' accounts. This year's statement offers a new, more concise design. They include your retirement group, total contributions, account value, service credit and final average salary. Additionally, there are retirement benefit estimates that compare your earliest retirement date with a reduced and unreduced benefit amount, as well as estimates beyond your earliest eligibility to illustrate the value of working longer.

What do I need to do?

No action on your part is required. The Annual Statement is provided for your information only.

Other

View the interactive annual statement tool for a closer look at each section.

February 2018

Statement of Employment and Earnings

What is it?

All disability benefit recipients are required by state law to provide information about additional employment and earnings after disability. The information will be used to assist OPERS in the proper administration of its disability benefits program. This form must be completed and returned to OPERS no later than April 15, 2018.

Failure to comply with this requirement will result in suspension of the monthly disability benefit and health care coverage.

What do I need to do?

This form must be completed and returned to OPERS by mail or in person, no later than April 15, 2018. We cannot accept faxed copies.

Other:

Common reasons a form could be invalid include:

  • Not listing employer name, address, or phone number
  • Incomplete sections
  • Not signing the last page
  • Form was faxed into OPERS

January 2018

1099-R

What is it?

Generally, distributions from pensions, annuities, profit-sharing and retirement plans, IRAs, insurance contracts, etc., are reported to recipients on Form 1099-R. This recorded presentation will review the information provided on the form.

What do I need to do?

Use Form 1099-R to complete your tax returns. Please consult a tax professional with questions about filing your income taxes.

Resources

1095-B

What is it?

OPERS is mailing recipients participating in the OPERS Health Care program a Form 1095-B for tax year 2017 (view cover letter).

Form 1095-B is a health insurance tax form which reports the type of coverage, dependents covered, and the period of coverage for the prior year. This form is used to verify on an income tax return that a recipient (and dependents) have the minimum essential health insurance coverage. Under the Affordable Care Act, taxpayers who do not have minimum essential coverage must pay a penalty when they file their tax returns. The 1095-B provides proof of the type of coverage required by the Affordable Care Act. .

What do I need to do?

Use Form 1095-B when preparing and filing your 2017 income tax return.

December 2017

Benefit Change Notice

What is it?

The Benefit Change Notice is a letter sent to OPERS benefit recipients anytime there is a change in your benefit amount or deductions. The notice will state your name, address, and OPERS account number. The notice will also show the changes in your benefit amount, such as Cost-of-Living Adjustment, deductions for health care coverage and tax withholdings.

What do I need to do?

No action on your part is required. The Benefit Change Notice is provided for your information only.

Get Ready for 2018 - OPERS Health Care Premium Receipt

What is it?

The OPERS Health Care Premium Receipt lists any vision, dental or even pre-Medicare medical costs being deducted from your monthly pension. In years past, you needed to print it from your online account or request it by calling the Member Services Center. This year, it has been mailed directly to you.

What do I need to do?

We have made the receipt available one monthly earlier than in years past so that you can establish recurring reimbursements with OneExchange for 2018. View the recorded presentation for instructions.

August 2017

Potential COLA Changes Letter

What is it?

OPERS is considering a change to the Cost of Living Adjustment (COLA) for all retirees. This letter provides a brief explanation of the potential changes being considered.

What do I need to do?

Complete the survey that was enclosed with the letter and return it to OPERS by September 8, 2017.

Other

View a video of Executive Director Karen Carraher explaining why OPERS is considering a change to the COLA for retirees. The video is available on the COLA Update page

Videos