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Taxes and Your Pension
… from your monthly pension payment. Your 1099-R tax form shows the taxable amount of your pension and is provided … is based on the information you provide to us on a W-4P Form (Withholding Certificate for Pension or Annuity …
https://www.osc.ny.gov/retirement/retirees/taxes-and-your-pensionAutomated Phone Service
… Below is a list of the phone menu options available to NYSLRS retirees. Many of the … correspond to the numbers you will need to press on your phone for information. In most cases, if you are a retiree or … and general retirement information quickly and easily by phone with the NYSLRS automated phone service …
https://www.osc.ny.gov/retirement/retirees/automated-phone-serviceForm W-4P Withholding Certificate for Pension or Annuity Payments (RS4531)
To update your federal tax withholding, which is the amount of federal income tax withheld from your monthly pension payment, NYSLRS retirees and beneficiaries use Form W-4P (RS4531).
https://www.osc.ny.gov/files/retirement/forms/pdf/rs4531.pdfAccount Authorization Form
… Account Authorization Form (link opens in new window) Note: this form has been posted in Adobe Acrobat PDF format and may be … After filling out the form have your Account Authorization Form notarized and …
https://www.osc.ny.gov/online-services/account-authorization-formLife Changes: A Guide for Retirees
… A Message from Comptroller Thomas P. DiNapoli You already know that you will continue receiving a retirement benefit for the rest of your life. Now, I want to make sure you know about other benefits you may be … Retirees this guide will help you understand your benefit payments the services we offer …
https://www.osc.ny.gov/retirement/publications/life-changes-guide-retireesTax Data Verification Form
… The tax data verification form is used by counties (and by cities and towns within … the OSC Online Services Portal. File Tax Data Verification Form Guidance Enrollment Instructions [pdf] Instructions for … Tax Data Verification Form …
https://www.osc.ny.gov/local-government/required-reporting/tax-data-verification-formAssessment Roll Verification (ARV) for School Districts
… districts. Verification Log into the Online Services portal to view taxable assessed values. Confirm the taxable assessed values displayed in the portal or report assessment adjustments. Assessment …
https://www.osc.ny.gov/local-government/required-reporting/assessment-roll-verification-arv-school-districtsForms
… and sending them through the mail—save time and sign in to Retirement Online . You’ll get instant access to your … convenient way to reinstate an earlier tier of membership, transfer your membership or withdraw from NYSLRS. Tier … Application for Service Retirement (RS6354, Rev. 9/18) Request for Estimate This is a two-page form. Please submit …
https://www.osc.ny.gov/retirement/formsTown of Owasco – Highway Department (2020M-128)
Determine whether Town of Owasco Town officials adequately oversaw highway purchasing planning and interfund charges
https://www.osc.ny.gov/local-government/audits/town/2021/05/28/town-owasco-highway-department-2020m-128Travel Advisory No. 6
… Subject : Updated Travel Form – AC 132S Guidance : The form AC 132-S Employee Report of Travel Expense and Claim for … required on the expense report. Please replace the old form with the new form. Reference : Guide to Financial … Updated Travel Form AC 132S …
https://www.osc.ny.gov/state-agencies/advisories/travel-advisory/6-updated-travel-form-ac-132s-employee-report-travel-expense-and-claim-paymentPreparing and Applying for Retirement
… Retirement is a big step, and we want to make sure you’re ready when the time comes. Below you’ll … guidance on preparing for retirement, including topics to consider as you plan and actions to take. When you’re ready to apply for retirement, you can … process and highlighting important topics and information to consider …
https://www.osc.ny.gov/retirement/members/preparing-and-applying-for-retirementParticipation in the Program – Contribution Stabilization Program
… you must complete and submit a Participation Request form . Forms can be submitted by: Email as an attachment to … How the Program Works page carefully before you submit a form to participate in this program. Withdrawing from the … plus interest; and Submit a Termination Request form. To withdraw from the program, an authorized person from …
https://www.osc.ny.gov/retirement/employers/csp/participation-programForms and Publications
… Wire Extension Request Form Handbook for Reporters of Unclaimed Funds OFAC Blocked Accounts - reference section on … Delivery Instructions Verification and Checklist for Unclaimed Property (AC 2709) Waiver Request Form Collateral … Sample Letter of Authorization and Fee Agreement Office of Unclaimed Funds Annual Report SFY 2024-25 …
https://www.osc.ny.gov/unclaimed-funds/resources/forms-and-publicationsForm W-4 2022
2022-FC-PAYROLL-W-4-Final
https://www.osc.ny.gov/files/state-agencies/outreach/pdf/2022-FC-PAYROLL-W-4-Form.pdfHearing Request Form
If your retirement benefit has been denied, you can fill out this form to request an administrative hearing and reconsideration of your denial.
https://www.osc.ny.gov/files/retirement/members/pdf/hearing-request.pdfEmployer Certification Form
For NYSLRS employers to certify report information is correct and designate a security coordinator.
https://www.osc.ny.gov/files/retirement/forms/pdf/employer-certification-form.pdf