Beneficiary
Publications for Beneficiaries
This section contains publications used specifically by beneficiaries (not by retirees wishing to name a beneficiary).
Affidavit That Power of Attorney (POA) is in Full Force
Form #203
This affidavit should be submitted by anyone with a Power of Attorney that was signed over one year ago.
Special Durable Power of Attorney (POA)
Form #204
Complete this form to designate a Power of Attorney whose power will be limited to retirement benefit transactions involving NYCERS, and will not apply to any other matters.
Birth Evidence Affidavit
Form #205
Submit this affidavit if you are unable to produce a birth certificate or any of the birthdate evidence documents accepted by NYCERS but can submit three alternative birth records. For a list of acceptable birthdate evidence, see NYCERS’ Birthdate Evidence Alternatives Fact Sheet #709.
Selection by Designated Beneficiary of Benefits Under Option One Payable as an Annuity Under Option A – Tier 1
Form #366
This form is for the designated beneficiary of a deceased Tier 1 member to elect to receive benefits under Option 1 as an Annuity under Option A.
Selection by Designated Beneficiary of Benefits Under Option One Payable as an Annuity Under Option B – Tier 1
Form #367
This form is for the designated beneficiary of a deceased Tier 1 member to elect to receive benefits under Option 1 as an Annuity under Option B. This form also allows such designated beneficiary to designate a beneficiary to receive benefits in the event he or she dies.
Accidental Death Affidavit
Form #383
This affidavit is for the spouse of a deceased NYCERS member who is receiving an accidental death benefit and is required to attest to his/her marital status each year.
Selection by Beneficiary(ies) of a Tier 2 Member to Annuitize the Ordinary Death Benefit
Form #560
This form gives the designated beneficiary(ies) of a Tier 2 member who died during active service the opportunity to choose to receive the Ordinary Death Benefit under Section 448 of Retirement and Social Security Law as an annuity, rather than as a lump-sum payment. This form must be filed within 90 days after the date that NYCERS is notified of the member’s death.
Request for Information
Form #852
If the information you are looking for is not available online or over the phone, please use this form to submit your request in writing.
Processing Death Benefits
Fact Sheet #702
An overview of NYCERS’ policies and procedures for processing a death benefit claim.
Special Tax Notice Regarding Plan Payments
Fact Sheet #717
Tax consequences and rollover options when receiving a lump-sum payment from NYCERS.
How to Find Your Member or Pension Number
Fact Sheet #738
Having trouble locating your Member or Pension Number? This Fact Sheet will show you where to look.
MyNYCERS Features
Fact Sheet #744
All the new MyNYCERS features at a glance, for members, retirees, and beneficiaries.
How to Complete Form #204 – Power of Attorney
Fact Sheet #745
How to complete Form #204 – Power of Attorney
Paper Pension Check Changes
Fact Sheet #747
An explanation of the redesigned paper pension check and stub.
How to Qualify for the COVID-19 Accidental Death Benefit
Fact Sheet #748
This fact sheet describes the eligibility, filing, and documentation requirements which must be met in order to qualify for the COVID-19 Related Accidental Death Benefit.
NYCERS Mobile App
Fact Sheet #750
NYCERS mobile app is now available for download from Google Play or the App Store. Check out all of the new online features.
How to Obtain a Social Security Card or Individual Taxpayer Identification Number (ITIN)
Fact Sheet #755
This fact sheet provides information on obtaining a Social Security card or an Individual Taxpayer Identification Number (ITIN).