Beneficiary Designation
Beneficiaries
Forms needed for retirees to name a beneficiary or report the death of a beneficiary.
Designation of Beneficiary – Post-Retirement Lump-Sum Death Benefit – Tier 2, Tier 4, and Tier 6
Form #501 is temporarily unavailable.
To make changes to your beneficiaries or their designated guardians, log in to your MyNYCERS account and look for “Manage Beneficiaries” in the menu.
If you are new to MyNYCERS, register for immediate access. Need help?
Designation of Guardian – When Designating a Minor as a Beneficiary
Form #137 is temporarily unavailable.
To make changes to your beneficiaries or their designated guardians, log in to your MyNYCERS account and look for “Manage Beneficiaries” in the menu.
If you are new to MyNYCERS, register for immediate access. Need help?
Report of Beneficiary’s Death – Pop-Up Option Elected
Form #382
For retirees who elected a pop-up option at the time of retirement and whose designated beneficiary has passed away.
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.