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… as either your primary or contingent beneficiary. This form is for active members only. If you are retired and … you should use the Pensioner’s Designation of Beneficiary form (RS6439) . (RS5127-T, Rev. 4/22) (Return to Top) … notifications for important documents . Change of Address Form To change your mailing address, email address and phone …
https://www.osc.ny.gov/retirement/formsForms
… of all Office of the State Comptroller web and printable forms …
https://www.osc.ny.gov/help/formsVendor Responsibility Forms
… Part 1 and Part 2 ) (MS Word) or (PDF) VendRep System Forms Agency Notice of Intent to Participate in the VendRep … Find forms for vendors and State agencies related to vendor …
https://www.osc.ny.gov/state-vendors/vendrep/vendor-responsibility-formsSubmitting Your Payment – Legacy Reporting
… report information about employees through Retirement Online including their earnings the number of days they …
https://www.osc.ny.gov/retirement/employers/legacy-reporting/submitting-your-paymentUpdate Vendor Information and Access
… including: bank accounts for electronic payments (ACH), email addresses for delivery of purchase orders, and discount … and include the bank account for direct deposit, and an email address for purchase orders specific to that Albany … a different bank account for direct deposit, a different email address for purchase orders for that office, and …
https://www.osc.ny.gov/state-vendors/portal/update-vendor-information-and-accessState Agencies Bulletin No. 266
… Purpose To explain the General Checking Account bank change from Key Bank to Fleet Bank Affected Employees All employees who … To explain the General Checking Account bank change from Key Bank to Fleet Bank …
https://www.osc.ny.gov/state-agencies/payroll-bulletins/state-agencies/266-bank-account-change-new-york-state-employee-payroll-checksForms and Resources – Reporting Elected and Appointed Officials
… and Samples Standard Work Day and Reporting Resolution Form (RS2417-A) Use this form to establish a standard work … and appointed officials. Record of Activities (ROA) Template This template allows officials to easily log their daily …
https://www.osc.ny.gov/retirement/employers/reporting-ea-officials/forms-and-resourcesState Agencies Bulletin No. 1007
… Purpose To notify agencies of the General Checking Account bank change from Bank of … Key Bank. Agency Actions Agencies should notify employees of the bank change from Bank of America to Key Bank. This … To notify agencies of the General Checking Account bank change from Bank of …
https://www.osc.ny.gov/state-agencies/payroll-bulletins/state-agencies/1007-change-bank-new-york-state-employee-payroll-checksRequired Documentation
… credit cards; Records such as tax (W2 and 1099 forms), school, insurance, medical, military; Legal papers such as …
https://www.osc.ny.gov/unclaimed-funds/claimants/required-documentationArea #8 – Online Banking – Information Technology Governance
… targeting online banking are phishing 15 and malware. 16 In a typical scenario, the targeted individual (or group of … to as defense-in-depth, a concept discussed earlier in this publication. Local governments and schools should have a … be used, certain security measures should be in place (see Area #9 – Wireless Network). Although online banking fraud is …
https://www.osc.ny.gov/local-government/publications/it-governance/area-8-online-bankingTaxes and Your Pension
… Look under My Account Summary . Click Manage My 1099-R Tax Forms button. Select an option from Year dropdown. (Note: … box on the form. GO 1099-R Reprints 1 1099-R tax forms are available in Retirement Online. (Note: 1099-R tax forms for 2024 and 2023 are currently available online.) You …
https://www.osc.ny.gov/retirement/retirees/taxes-and-your-pensionState Agencies Bulletin No. 1515
… Due to a change in the bank reconciliation process and the risk of personal checks being returned for … checks, certified checks, bank checks, money orders and agency checks will be accepted. Effective Date(s) … email notification will be sent to the payroll officer and the preparer of the AC230 that the check is being …
https://www.osc.ny.gov/state-agencies/payroll-bulletins/state-agencies/1515-acceptable-forms-payment-paycheck-reversals-ac230Bath Central School District - Online Banking (2018M-79)
… adequate bank agreements for online banking transactions. The Board did not adopt an online banking policy and … be used strictly for online banking transactions. Address the IT recommendations communicated confidentially …
https://www.osc.ny.gov/local-government/audits/school-district/2018/07/13/bath-central-school-district-online-banking-2018m-79Herkimer-Fulton-Hamilton-Otsego BOCES – Online Banking (2021M-21)
… Services (BOCES) officials established controls to ensure online banking transactions were appropriate and secure. Key … officials did not establish adequate controls to ensure online banking transactions were appropriate and secure. Online banking transactions are not compared to supporting …
https://www.osc.ny.gov/local-government/audits/boces/2021/05/14/herkimer-fulton-hamilton-otsego-boces-online-banking-2021m-21Lehman College – Controls Over Bank Accounts
… Audit/Report of Interest City University of New York School of Professional Studies: Procurement Card and Travel …
https://www.osc.ny.gov/state-agencies/audits/2016/04/21/lehman-college-controls-over-bank-accountsSouth Seneca Central School District – Online Banking (2021M-164)
… conduct online banking and none of the employees involved in online banking received Internet security awareness …
https://www.osc.ny.gov/local-government/audits/school-district/2022/06/03/south-seneca-central-school-district-online-banking-2021m-164Forms and Publications
… find the security/cash item you are requesting to claim. Change of Address Form - Use this form if your address has changed … any limitations imposed by the Court on the Certificate of Appointment. Hold Harmless – We’ll request this form … List of forms and publications available for claimaints and …
https://www.osc.ny.gov/unclaimed-funds/resources/forms-and-publicationsDirect Deposit Program
… in the mail—direct deposit is fast, convenient and secure. Sign up for direct deposit now and get your money sooner. … A bank representative’s signature (Return to Top) Sign Up for Direct Deposit With direct deposit, your pension … your check being lost or stolen. Use Retirement Online to Sign Up for Direct Deposit Sign in to Retirement Online . …
https://www.osc.ny.gov/retirement/retirees/direct-deposit-programMount Morris Central School District – Online Banking (2022M-99)
… Central School District (District) officials ensured online banking transactions were appropriate and secure. Key Findings While we found online banking transactions were appropriate, District officials did not secure access to online banking. In addition to sensitive information …
https://www.osc.ny.gov/local-government/audits/school-district/2022/11/04/mount-morris-central-school-district-online-banking-2022m-99Caledonia-Mumford Central School District – Online Banking (2016M-227)
… Genesee County, the Town of Caledonia in Livingston County and the Towns of Chili, Riga and Wheatland in Monroe County. The District, which operates … limit access to online bank accounts. Both the Treasurer and Business Manager perform online banking transactions, but …
https://www.osc.ny.gov/local-government/audits/school-district/2016/10/21/caledonia-mumford-central-school-district-online-banking-2016m-227