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.
OPERS members and benefit recipients receive a lot of mail. This page is designed to provide you with an overview of our most common benefit-related mailings, so that you know what you received, why you received it, and any action that you need to take.
Below is a list detailing the most recent OPERS mailings, including descriptions and resources that provide additional information.
Note: All dates are approximate. To ensure accuracy, OPERS often mails correspondence in batches that can stretch over the span of a week or two. Please allow up to two weeks from listed dates for delivery of these items.
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.
OPERS is providing recipients participating in the OPERS Health Care program with a Form 1095-B for tax year 2016. 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.
Use Form 1095-B when preparing and filing your 2016 income tax return.
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, tax withholdings, or Medicare adjustments.
No action on your part is required. The Benefit Change Notice is provided for your information only.
The Medicare Part A Certification Letter is sent to OPERS retirees and spouses of retirees every year to certify the status and amount of their Medicare Part A premium.
Follow the instructions on the back of the letter by checking one of three boxes and providing supporting documentation to OPERS. The form and supporting documentation need to be received by January 17, 2017.
National Change of Address (NCOA) letters are sent from OPERS to notify members that we have received notice from the United States Postal Service that the member's address has changed.
If the address OPERS has on file for you according to the letter is correct, no action on your part is needed. If you need to provide OPERS with a different address, you may log in to your online account, then go to the My Profile tab and click on Address Update.
If OPERS receives returned mail from the Post Office, you will be sent this letter.
When your address is updated you will be sent this confirmation letter.
Annual statements are available to members of the OPERS traditional and combined plans, and offer a snapshot look at members’ accounts. The statements include your total contributions, account value and service credit. Additionally, there’s information on final average salary, beneficiary designation and a basic estimate of your retirement benefits.
No action on your part is required. The Annual Statement is provided for your information only.
All disability benefit recipients are required by state law to provide information about additional employment (including volunteer service) 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, 2016.
Failure to comply with this requirement will result in suspension of the monthly disability benefit.
This form must be completed and returned to OPERS no later than April 15, 2016.