Skip to content
Login
    Pension Payments:
Login / Register
  • Resources
    • Plan Descriptions
      • Tier 1
      • Tier 2
      • Tier 3
      • Tier 4
      • Tier 6
    • Planning for Retirement
      • External Resources for Retirement Planning
      • Tips and Strategies for Retirement Planning
      • Age and Service Requirements for Retirement Eligibility
    • Pension Seminars
    • Survivor Benefits
      • Report of Death
      • Processing Death Benefits
      • Covid-19 Related Accidental Death Benefits
    • Frequently Asked Questions
    • Glossary
    • Updates & Alerts
  • Membership & Benefits
    • Membership and Service Credit
      • Join NYCERS
      • Special Plan Election
      • Membership/Tier Reinstatement
      • Buyback – Service
      • Buyback – Military
      • Transfer
      • Refunds
    • Manage Your Profile
      • Address Change or Name Change
      • Birthdate Evidence
    • Manage Your Beneficiaries
    • Loans
    • Legal and Life Events
      • Power of Attorney
      • Domestic Relations Order (DRO)
      • Report of Death
    • Payments and Taxes
      • Pension Payment Calendar
      • Report a Lost/Missing Payment
      • Taxes
      • Direct Deposit
      • Income Verification
      • Cost-of-Living Adjustment
      • Unclaimed Funds
    • Retirement
      • Service Retirement
      • Vested Retirement
      • Disability Retirement
      • Retirement Option Election
  • Forms & Publications
  • About
    • Board of Trustees
      • Board Meeting Calendar
      • Board Meeting Agendas
      • Board Meeting Webcasts
      • NYCERS Board of Trustees Procedures for Videoconferencing at Public Meetings
    • Annual Comprehensive Financial Report
    • Legislation
      • 2026 Laws
    • Career Opportunities
    • Accessibility
    • Public and Non‐Public Areas of NYCERS
  • Contact
    • Online Services
    • Customer Service
      • Translation Services
    • Mailing Address
    • Executive Offices
    • Inspector General
    • Press & Media Inquiries
Search
Login / Register
  1. Home
  2. What supporting documents does NYCERS need to process my beneficiary designation? 

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.

  • About
  • Contact
  • Disclaimer and Privacy Policy
  • Website Accessibility
  • Sitemap
Logo for NYCERS, the New York City Employees' Retirement System, with "NYC" in orange and "ERS" in blue, followed by the organization name in black text.

The NYCERS logo may not be copied or used by unauthorized third parties.