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Life 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-retireTaxes and Your Pension
… Most NYSLRS pensions are subject to federal income tax. Your federal tax withholding is the … is based on the information you provide to us on a W-4P Form (Withholding Certificate for Pension or Annuity … From the same retirement system , you only need to submit your withholding information once and it will be …
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-serviceHow to Search & Claim Property
… lost money waiting to be claimed. All claims can be filed online within minutes, and most are paid within 30 days. We … of the funds until we have reviewed your claim. This is a free and secure service provided by the New York State … Funds. For more information, see About Unclaimed Funds . Search for Unclaimed Funds Go to our search database . Enter …
https://www.osc.ny.gov/unclaimed-funds/claimants/how-search-claim-propertyHow to Conduct a Vendor Responsibility Review
… except for private information, such as social security number, personal address, or personal telephone number. This applies whether the questionnaire was filed …
https://www.osc.ny.gov/state-vendors/vendrep/how-conduct-vendor-responsibility-reviewLife 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-retireesClaims for Deceased Owners and Estates
… deceased owner, you need to provide: proof of ownership of the funds by the deceased individual, proof of your … documentation that the decedent had a connection to the address reported with the funds or evidence of their … copy of the owner's death certificate and completed Small Estates Affidavit and Table of Heirs . If the value of the …
https://www.osc.ny.gov/unclaimed-funds/claimants/claims-deceased-owners-and-estatesForms
… 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/formsPreparing 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-retirementAccount 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: Why Should I Designate a Beneficiary?
… information to make sure your beneficiary designations are up to date and reflect your current desires. That’s where … provides access to your retirement account information. Sign Up or Sign In to view your current beneficiaries. Your Member …
https://www.osc.ny.gov/retirement/publications/life-changes-why-should-i-designate-beneficiaryRequired Documentation
… (W2 and 1099 forms), school, insurance, medical, military; Legal papers such as divorce decree, separation agreement and … Acquisition Copy of Certificate of Change filed with the Department of State; Articles of Incorporation showing … your claim form and you’re still unsure or have questions, contact us . Step 1. Prepare Your Requested Documents Create …
https://www.osc.ny.gov/unclaimed-funds/claimants/required-documentationClaim Submitted—What’s Next?
… in your junk or spam folder, contact us . Email and Text Updates We’ll email you updates on your claim status, including approval … cash your check. For example, a check issued on March 1, 2026, may be cashed until December 31, 2027. If you do not …
https://www.osc.ny.gov/unclaimed-funds/claimants/claim-submitted-whats-nextContract Submission System (CSS)
… by the Public Authorities Law). If you already have an online account Login to CSS by entering your User ID and password If you need an online account To establish a Primary Authorizer account …
https://www.osc.ny.gov/state-agencies/contracts/contract-submission-system-cssHow to Report Days Worked – Legacy Reporting
… The number of days worked you report for your employees has a direct impact on their retirement benefits. … NYSLRS employers report information about employees through Retirement Online including their earnings …
https://www.osc.ny.gov/retirement/employers/legacy-reporting/how-report-days-workedFinancial Data: How can we submit a data request?
… Line at 1-866-321-8503 or 518-408-4934 or e-mail requests to the LGSA’s Service Request mail box . When possible, it is … is needed. As necessary, LGSA staff will contact customers to discuss requests. …
https://www.osc.ny.gov/local-government/data/financial-data-how-can-we-submit-data-requestSalary Explanation – When Employees Retire
… editable.) Delete a row if it is not needed. However, if only one row prepopulates, do not delete the row. You can … to NYSLRS. Once submitted, the page will become read-only. If there’s an error, you will need to contact NYSLRS to …
https://www.osc.ny.gov/retirement/employers/when-employees-retire/salary-explanationSubmitting Final Payment and Service Information – When Employees Retire
… the Accrued Payments and Leave Credits page in Retirement Online . NYSLRS will not accept paper forms. Accrued … The Accrued Payments and Leave Credits page provides an online form which allows you to electronically submit final … in each notification. For a full description of the notifications you may receive, refer to the Notifications …
https://www.osc.ny.gov/retirement/employers/when-employees-retire/submitting-final-payment-and-service-informationReporting Through Retirement Online – Legacy Reporting
… — such as what earnings to report or how to calculate days worked — email the Employer Reporting unit . Legacy … COMR. may be included; however, they are not required Days of Service* 10 A number between 0.00 and 9999999.99 … Retirement Online including their earnings the number of days they worked and more …
https://www.osc.ny.gov/retirement/employers/legacy-reporting/reporting-through-retirement-onlineContact Us
… Comptroller’s office returns certain unclaimed property to owners – no claim required. For inquiries, see our … asked questions or contact us with the form below. How much is my claim? To protect your privacy and prevent … of the table Follow the prompts on the next pages to submit your claim What are Unclaimed Funds? Payments, …
https://www.osc.ny.gov/unclaimed-funds/claimants/contact-us