Service Retirement Kits
Service Retirement Kits
Download all the necessary Service Retirement applications at once under the Retirement Kits tab. For individual retirement applications, look under the Forms tab. When you are ready to retire, NYCERS strongly encourages you to make an appointment for a telephone consultation with a NYCERS Retirement Counselor.
Application for Service Retirement – Tier 2, Tier 3, Tier 4, and Tier 6
Form #521
Application for members who wish to apply for Service Retirement.
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).
Application for Service Retirement – Tier 1
Form #511
This application is for all Tier 1 members who wish to apply for retirement.
Application for Service Retirement for Tier 1 Members of the NYC Transit Authority
Form #512
This is an application for service retirement for Tier 1 members of the NYC Transit Authority operating force.
Application for Without Fault or Delinquency Retirement – Tier 1 Only
Form #595
This application is for Tier 1 members who are removed or otherwise involuntarily separated from City service for any cause other than fault or delinquency after having completed twenty years of allowable service, or who is so removed from a position in the competitive or labor class of the classified civil service after any period of service.
Request to Change or Correct Retirement Date
Form #543
If you previously filed a Service Retirement Application with NYCERS, you may change your retirement date by filing this form with NYCERS up to the day before your effective retirement date. If your request is received on or after your retirement date, it is denied.
Note: You cannot change your retirement date if you are already receiving your pension from NYCERS.
Withdrawal of Service Retirement Application
Form #542
You may withdraw your Service Retirement Application by filing this form with NYCERS up to the day before your effective date of retirement. If your request is received on or after your retirement date, it is denied.
Revision Form
Form #544
If you received a retro payment from your employer after you retired from City service, use this form to have your pension payments recalculated.
The Road to Your NYCERS Retirement
Fact Sheet #716
Retiring from your City job is an important step and the beginning of an exciting time in your life! On a practical note, it’s a process that will take at least a few months to complete and can go more smoothly if you fully understand what to do and what to expect. Here at a glance are your 7 Stops on the Road to Retirement.
Tier 6 Age and Service Requirements for Retirement Eligibility
Fact Sheet #737
This Fact Sheet provides Age and Service requirements for various Tier 6 retirement plans at a glance.
Tier 4 Age and Service Requirements for Retirement Eligibility
Fact Sheet #736
This Fact Sheet provides Age and Service requirements for various Tier 4 retirement plans at a glance.
Tier 3 Age and Service Requirements for Retirement Eligibility
Fact Sheet #735
This Fact Sheet provides Age and Service requirements for various Tier 3 retirement plans at a glance.
Tier 2 Age and Service Requirements for Retirement Eligibility
Fact Sheet #734
This Fact Sheet provides Age and Service requirements for various Tier 2 retirement plans at a glance.
Tier 1 Age and Service Requirements for Retirement Eligibility
Fact Sheet #733
This Fact Sheet provides Age and Service requirements for various Tier 1 retirement plans at a glance.
Loan Reduction Factors for 2020 Retirements
Fact Sheet #714
The benefit reduction in dollars for every $1,000 of an outstanding loan for 2020 retirements.
Special Tax Notice Regarding Plan Payments
Fact Sheet #717
Tax consequences and rollover options when receiving a lump-sum payment from NYCERS.
Earnings Limitations for Service Retirees and Disability Retirees
Brochure #958
This brochure describes the earnings limitations that service and disability retirees may be subject to if they decide to return to public service within New York City or New York State.