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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 … 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-serviceLife Changes: How Do I Prepare to Retire?
… Comptroller Thomas P. DiNapoli We are living longer. With many of us now spending a third of our lives in retirement, it’s important to consider how you can enjoy financial security in your retirement. By … on pre-retirement planning and changes in legislation for Employees’ Retirement System (ERS) and Police and Fire …
https://www.osc.ny.gov/retirement/publications/life-changes-how-do-i-prepare-retireForm 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
… numbers listed in the Health Insurance section above. Divorce and Domestic Relations Orders If you are divorced or … have to pay state taxes on your pension. Visit the Retired Public Employees Association website to see which states tax … your designee will be able to: Change your address on our records; Change the account or bank in which your benefit is …
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
… File Assessment Roll Verification Form Enrollment Instructions [pdf] Background The Office of … by parcel on a School District Assessment Adjustment Form [pdf] . Instructions for completing the form are found on page 2 of the form. Assessment adjustments …
https://www.osc.ny.gov/local-government/required-reporting/assessment-roll-verification-arv-school-districtsForms
… before retirement. (RS5195, Rev. 4/22) Member Death Benefits Notification of Death Your survivors or … Tier 1 or 2 member who has voluntary member contributions on deposit with NYSLRS. Make sure to read all pages, complete … To certify a member’s previous employment. Note: Overtime pay in excess of an annual cap is not included in the …
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-retirementForms and Publications
… security/cash item you are requesting to claim. Change of Address Form - Use this form if your address has changed after you submitted a claim. Estate Hold … and reporters of unclaimed funds including Change of Address Form and Extension Request Form …
https://www.osc.ny.gov/unclaimed-funds/resources/forms-and-publicationsAccounts Payable Advisory No. 71
… Subject : New Form 1099-NEC and Updated Form 1099-MISC Reference : Guide to Financial Operation, … Guidance : The Internal Revenue Service (IRS) revised Form 1099-MISC effective for the 2020 tax year to accommodate … The Internal Revenue Service IRS revised Form 1099MISC effective for the 2020 tax year to accommodate …
https://www.osc.ny.gov/state-agencies/advisories/accounts-payable-advisory/71-processing-payments-subject-federal-reportingFor-Profit Construction Questionnaire (CCA-2)
… extra time printing, filling out, and mailing a paper form. Use our free online service to file or update your questionnaire form right away. Benefits of filing online Complete only one … spend extra time printing filling out and mailing a paper form Use our free online service to file or update your …
https://www.osc.ny.gov/state-vendors/vendrep/profit-construction-questionnaire-cca-2Not-for-Profit Construction Questionnaire
… extra time printing, filling out, and mailing a paper form. Use our free online service to file or update your questionnaire form right away. Benefits of filing online Complete only one … spend extra time printing filling out and mailing a paper form Use our free online service to file or update your …
https://www.osc.ny.gov/state-vendors/vendrep/not-profit-construction-questionnaire