What supporting documents does NYCERS need to process my beneficiary designation?
The answer depends on the type of beneficiary you are nominating (person, trust or organization) and the type of death benefit you are nominating that beneficiary for.
Person – NYCERS does not require supporting documentation if the person is nominated for an Ordinary Death Benefit by an active or vested member, or a Five-/Ten-Year Certain Retirement Option by a retiring member.
When nominating a person for a Joint & Survivor Death Benefit (for your retirement option election), NYCERS requires a proof of birthdate, and, if the person has a history of name changes, a Marriage Certificate, Judgement of Divorce, or Court Order for each name change.
Trust – To nominate a Trust as a Beneficiary, you must submit the entire Trust document or the Last Will and Testament containing the Trust provisions.
Organization – Supporting documentation is not required.