OPERS Legal
The Legal Services Department provides legal support to the retirement system and the Board. Legal Services does not provide legal advice to members or benefit recipients, but can assist with general legal questions regarding OPERS.
Pursuant to Ohio retirement law, the Ohio Attorney General is the legal advisor of the Board.
Ohio Statutes and Rules
The Ohio Public Employees Retirement System is created and governed by Chapter 145 of the Ohio Revised Code and Ohio Administrative Rules. Additional information about Ohio Statutes and Rules can be reviewed by visiting the Ohio Revised Code and the Ohio Administrative Code.
- View: Ohio Revised Code Chapter 145 (PDF opens in new tab)
- View: Ohio Administrative Code Chapter 145 (PDF opens in new tab)
Defined Contribution Plan Documents
These documents are available to be viewed, downloaded and printed in a PDF format.
- View: Member-Directed Plan Document (PDF opens in new tab)
- Amendment 1 (PDF opens in new tab)
- Amendment 2 (PDF opens in new tab)
- Amendment 3 (PDF opens in new tab)
- Amendment 4 (PDF opens in new tab)
- Amendment 5 (PDF opens in new tab)
- Amendment 6 (PDF opens in new tab)
- Amendment 7 (PDF opens in new tab)
- Amendment 8 (PDF opens in new tab)
- Amendment 9 (PDF opens in new tab)
- Amendment 10 (PDF opens in new tab)
- Amendment 11 (PDF opens in new tab)
- Amendment 12 (PDF opens in new tab)
- Amendment 13 (PDF opens in new tab)
- Amendment 14 (PDF opens in new tab)
- Amendment 15 (PDF opens in new tab)
- Amendment 16 (PDF opens in new tab)
- Amendment 17 (PDF opens in new tab)
- Amendment 18 (PDF opens in new tab)
- Amendment 19 (PDF opens in new tab)
- View: Combined Plan Document
- Amendment 1 (PDF opens in new tab)
- Amendment 2 (PDF opens in new tab)
- Amendment 3 (PDF opens in new tab)
- Amendment 4 (PDF opens in new tab)
- Amendment 5 (PDF opens in new tab)
- Amendment 6 (PDF opens in new tab)
- Amendment 7 (PDF opens in new tab)
- Amendment 8 (PDF opens in new tab)
- Amendment 9
- Amendment 10 (PDF opens in new tab)
- Amendment 11 (PDF opens in new tab)
- Amendment 12 (PDF opens in new tab)
- Amendment 13 (PDF opens in new tab)
- Amendment 14 (PDF opens in new tab)
- Amendment 15 (PDF opens in new tab)
- Amendment 16 (PDF opens in new tab)
- Amendment 17 (PDF opens in new tab)
- Amendment 18 (PDF opens in new tab)
- Amendment 19 (PDF opens in new tab)
- View: Member-Directed Retiree Medical Account
- Amendment 1 (PDF opens in new tab)
- Amendment 2 (PDF opens in new tab)
- Amendment 3 (PDF opens in new tab)
- Amendment 4 (PDF opens in new tab)
- Amendment 5 (PDF opens in new tab)
- Amendment 6 (PDF opens in new tab)
- Amendment 7 (PDF opens in new tab)
- Amendment 8 (PDF opens in new tab)
OPERS Ethics Policy: Gifts from Vendors are Prohibited
OPERS is committed to high standards of ethical practice. OPERS staff and Board members are subject to certain restrictions under Ohio ethics laws. We take these laws very seriously and work hard to assure compliance.
OPERS also has its own stringent ethics policy (PDF opens in new tab). A portion of the policy prohibits anyone currently doing business, seeking to do business, or interested in other matters pertaining to OPERS from providing OPERS employees and Board members anything of value, including gifts, entertainment, travel, meals or lodging.
We conduct periodic audits to ensure compliance with our policies, and we appreciate the cooperation and understanding of all our business partners.
Reporting Fraud to the Auditor of State
Please note the Auditor of State Office is not a forum for member benefit issues/complaints. Please contact OPERS 800-222-PERS (7377) with any questions regarding your benefit processing.
OPERS is providing the following information for the reporting of alleged fraud only, not for resolution of member complaints or denials of benefits or processing complaints. The auditor of state has established and maintains a system for the reporting of fraud, including misuse and misappropriation of public money, by any public office or public official. The system allows Ohio residents and the employees of any public office to make anonymous complaints through a toll-free telephone number, the auditor of state’s web site, or the United State mail to the auditor of state’s office. The auditor of state shall review all complaints in a timely manner.
Under the legislation, retaliation against employees for filing a complaint is prohibited.
The auditor of state fraud reporting hotline is 1-866-FRAUD OH (1-866-372-8364)
US Mail: Ohio Auditor of State’s office, Special Investigations Unit, 88 East Broad Street, P.O. Box 1140, Columbus, OH 43215
Web: www.ohioauditor.gov
Membership Determination Process
Effective August 1, 2012, public employers and/or their workers seeking a membership determination for either independent contract/public employee status or carryover status will follow the new process:
- First level determination by Compliance Specialist
- 30 day timeline for either party to appeal by providing additional information after receipt of first level determination
- Second level determination by Senior Staff
- 60 day timeline for either party to appeal to the Board by submitting a written appeal to the Executive Director
- If appeal received, may be referred to an independent hearing examiner, or
- Final decision by the Board
Public Records Request Policy
OPERS receives public record requests from a variety of sources; including requests from the public, news media and governmental agencies. This policy establishes OPERS guidelines for compliance with Ohio's Public Records Act. You may use the form below to request public records.
- View: Public Records Request Policy (PDF opens in new tab)
- View: Request for Release of Public Records (pdf opens in new tab)
(Please mail, email or fax this form to OPERS, ATTN: Legal Services, 277 E. Town Street, Columbus, Ohio 43215-4642. Email publicrecords@opers.org. Fax (614) 224-9462)
Model Domestic Relations Orders
- View: The OPERS Member Guide to Domestic Relations Issues (PDF opens in new tab)
Forfeiture and Restitution Withholding Orders
- View: OPERS Guide for Ohio Prosecutors on Forfeiture and Restitution Withholding Orders (PDF opens in new tab)
Wellness Retiree Medical Account Plan
- View: Wellness Retiree Medical Account Plan (PDF opens in new tab)
Health Reimbursement Arrangement Plans
- View: Health Reimbursement Arrangement Plan (PDF opens in new tab)
- View: Pre-Medicare Health Reimbursement Arrangement Plan (PDF opens in new tab)
- Amendment 1 (PDF opens in new tab)
- View: Medicare Health Reimbursement Arrangement Plan (PDF opens in new tab)
- Amendment 1 (PDF opens in new tab)
Rule-making Guide
- View: Rule-making Guide (PDF opens in new tab)