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
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).
Designation of Guardian – When Designating a Minor as a Beneficiary
Form #137
If your beneficiary is under the age of 21, 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.
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.