Beneficiary Designation
Beneficiary Designation
Keep your beneficiaries up to date and make sure you have provided NYCERS with all the required information about each one, including Social Security Number and address. That will make it easier to find them, which translates to faster processing of death benefits.
If you want to change any or all of your beneficiaries, submit a completely new form listing all beneficiaries, including those that are not being changed. The latest designations that you file will supersede and replace all prior designations.
Designation of Beneficiary(ies) – Tier 1 and Tier 2
Form #131
For Tier 1 and Tier 2 members who wish to nominate one or more beneficiaries to receive a death benefit payable upon the death of a member while in active City service.
Designation of Beneficiary – Tier 3, Tier 4, and Tier 6
Form #133
For Tier 3, Tier 4, and Tier 6 members who wish to nominate one or more beneficiaries to receive a death benefit payable upon the death of a member while in active City service.
Designation of Primary and Contingent Beneficiary – Tier 3, Tier 4, and Tier 6
Form #134
For Tier 3, Tier 4, and Tier 6 members who wish to nominate Primary and Contingent beneficiaries to receive a death benefit payable upon the death of a member while in active City service.
Designation of Guardian – When Designating a Minor as a Beneficiary
Form #137
If your beneficiary is under the age of 18, you may use this form to designate a guardian to claim the benefit on behalf of the minor. This form may be used in conjunction with any of NYCERS’ Designation of Beneficiary Forms.
Designation of Beneficiary – Post-Retirement Lump-Sum Death Benefit – Tier 2, Tier 4, and Tier 6
Form #501
Use this form to name a beneficiary to receive a one-time lump-sum benefit upon your death after retirement (Tier 2, Tier 4, and Tier 6 only).