Service Retirement Kits
Service Retirement Kits
Members with a registered MyNYCERS account can log in and apply for Service Retirement online instead of submitting a paper application.
For paper applications, you may download all the necessary Service Retirement forms at once by downloading a retirement kit below. When you are ready to retire, NYCERS strongly encourages you to make an appointment for a telephone consultation with a NYCERS Retirement Counselor.
Tier 4 and 6 Retirement Kit
Download Entire Kit
Show Contents
Brochures and Fact Sheets
Brochure #716 - The Road to Your NYCERS Retirement
Brochure #890 - Frequently Asked Questions
Brochure #891 - Filing for Retirement
Fact Sheet #756 - Simultaneous Filing of Retirement Applications
Brochure #892 - Advance Payments
Brochure #896 - Option Letter
Brochure #926 - Retirement Options -Tier 4 and Tier 6 Basic and Special Plan
Brochure #958 - Earnings Limitations for Service Retirees
Brochure #897 - Taxation of Payments Received From NYCERS
Fact Sheet #726 - 5@55 Legal Checklist Five Documents You Need by Age 55
Forms
Form #521 - Application for Service Retirement
Form #302 - Loan Application
Form #241 - Application to Purchase Credit for Service Rendered Prior to Membership Date in NYCERS (Buyback)
Form #242 - Departmental Certificate of Service Rendered by Member Claiming Service Prior to Membership Date in NYCERS
Form #244 - Application to Purchase Credit for Military Service
Form #542 - Withdrawal of Service Retirement Application
Form #543 - Request to Change or Correct Retirement Date
Form #290 - Change of Address Form
Form #380 - Authorization for Electronic Fund Transfer (EFT) of Monthly Retirement Allowance
Form #137 - Designation of Guardian When Designating a Minor as Beneficiary
Tier 3 Retirement Kit
Download Entire Kit
Show Contents
Brochures and Fact Sheets
Brochure #716 - The Road to Your NYCERS Retirement
Brochure #890 - Frequently Asked Questions
Brochure #891 - Filing for Retirement
Fact Sheet #756 - Simultaneous Filing of Retirement Applications
Brochure #892 - Advance Payments
Brochure #895 - Option Letter
Brochure #925 - Options for Tier 3 Members (including 22-Year Plan)
Brochure #958 - Earnings Limitations for Service Retirees
Brochure #897 - Taxation of Payments Received From NYCERS
Fact Sheet #726 - 5@55 Legal Checklist Five Documents You Need by Age 55
Forms
Form #521 - Application for Service Retirement
Form #302 - Loan Application
Form #241 - Application to Purchase Credit for Service Rendered Prior to Membership Date in NYCERS (Buyback)
Form #242 - Departmental Certificate of Service Rendered by Member Claiming Service Prior to Membership Date in NYCERS
Form #244 - Application to Purchase Credit for Military Service
Form #542 - Withdrawal of Service Retirement Application
Form #543 - Request to Change or Correct Retirement Date
Form #290 - Change of Address Form
Form #380 - Authorization for Electronic Fund Transfer (EFT) of Monthly Retirement Allowance
Form #137 - Designation of Guardian When Designating a Minor as Beneficiary
Tier 2 Retirement Kit
Download Entire Kit
Show Contents
Brochures and Fact Sheets
Brochure #716 - The Road to Your NYCERS Retirement
Brochure #890 - Frequently Asked Questions
Brochure #891 - Filing for Retirement
Fact Sheet #756 - Simultaneous Filing of Retirement Applications
Brochure #892 - Advance Payments
Brochure #894 - Option Letter
Brochure #924 - Options for Tier 2 Members
Brochure #958 - Earnings Limitations for Service Retirees
Brochure #897 - Taxation of Payments Received From NYCERS
Fact Sheet #726 - 5@55 Legal Checklist Five Documents You Need by Age 55
Forms
Form #521 - Application for Service Retirement
Form #301 - Application for Loan Tier 1 and Tier 2 Members Only
Form #241 - Application to Purchase Credit for Service Rendered Prior to Membership Date in NYCERS (Buyback)
Form #242 - Departmental Certificate of Service Rendered by Member Claiming Service Prior to Membership Date in NYCERS
Form #244 - Application to Purchase Credit for Military Service
Form #332 - Application for Refund of Excess Contributions
Form #542 - Withdrawal of Service Retirement Application
Form #543 - Request to Change or Correct Retirement Date
Form #290 - Change of Address Form
Form #380 - Authorization for Electronic Fund Transfer (EFT) of Monthly Retirement Allowance
Form #137 - Designation of Guardian When Designating a Minor as Beneficiary
Tier 1 Retirement Kit
Download Entire Kit
Show Contents
Brochures and Fact Sheets
Brochure #716 - The Road to Your NYCERS Retirement
Brochure #890 - Frequently Asked Questions
Brochure #891 - Filing for Retirement
Fact Sheet #756 - Simultaneous Filing of Retirement Applications
Brochure #892 - Advance Payments
Brochure #893 - Option Letter
Brochure #923 - Options for Tier 1 Members
Brochure #958 - Earnings Limitations for Service Retirees
Brochure #897 - Taxation of Payments Received From NYCERS
Fact Sheet #726 - 5@55 Legal Checklist Five Documents You Need by Age 55
Forms
Form #511 - Application for Service Retirement - Tier 1
Form #512 - Application for Service Retirement for Tier 1 Members of the NYC Transit Authority
Form #301 - Application for Loan Tier 1 and Tier 2 Members Only
Form #241 - Application to Purchase Credit for Service Rendered Prior to Membership Date in NYCERS (Buyback)
Form #242 - Departmental Certificate of Service Rendered by Member Claiming Service Prior to Membership Date in NYCERS
Form #244 - Application to Purchase Credit for Military Service
Form #332 - Application for Refund of Excess Contributions
Form #542 - Withdrawal of Service Retirement Application
Form #543 - Request to Change or Correct Retirement Date
Form #290 - Change of Address Form
Form #380 - Authorization for Electronic Fund Transfer (EFT) of Monthly Retirement Allowance
Form #137 - Designation of Guardian When Designating a Minor as Beneficiary