Tier 3
Tier 3 Age and Service Requirements for Retirement Eligibility
This Fact Sheet provides Age and Service requirements for various Tier 3 retirement plans at a glance.
Application for Disability Retirement – Tier 3 Uniformed Correction Force Only
Form #603
This application is for Tier 3 Correction members who wish to apply for Disability Retirement.
Correction Tier 3 22-Year Plan Enhanced Disability Benefit
Fact Sheet #731
The benefits and obligations of the Enhanced Disability Benefit program (EDB) available to participants in the Uniformed Correction Force 22-Year Plan (CF-22 Plan).
Tier 3 – CO-25, CO-20, CC-20 and CF-20 Summary Plan Description (SPD)
Version December 2022
The New York City Employees’ Retirement System (NYCERS) is pleased to present the Tier 3 – CO-25, CO-20, CC-20 and CF-20 Summary Plan Description (SPD) booklet.
Request for Information
Form #852
If the information you are looking for is not available online or over the phone, please use this form to submit your request in writing.
Application to Change Federal Income Tax Withheld
Form #349
Use this form to change how much Federal income tax is withheld from your monthly pension check. If you need assistance in determining which tax withholding selections to make, please consult with a professional tax preparer or visit the Internal Revenue Service (IRS) website at www.irs.gov/forms-pubs/about-form-w-4-p.
Processing Death Benefits
Fact Sheet #702
An overview of NYCERS’ policies and procedures for processing a death benefit claim.
Sanitation Tier 3 22-Year Plan Enhanced Disability Benefit
Fact Sheet #728
The benefits and obligations of the Enhanced Disability Benefit program (EDB) available to participants in the Uniformed Sanitation Force 22-Year Plan (SA-22 Plan).
Disability Retiree Requirement to Report Personal Service Income Each Year
Form #618
By filing this form, you consent to report your annual income to NYCERS while a disability retiree.
Waiver Pursuant to the Provisions of Article 14 of the Retirement and Social Security Law (RSSL) as it Pertains to Disability Retirements
Form #614
File this form with NYCERS if you want to waive the benefits of any statutory presumption relating to the cause of disability or eligibility for disability benefits
Final Medical Review Waiver (To be completed by the Member)
Form #613
This form is for applicants for disability retirement benefit who want to waive the process by which a member can contest the findings of NYCERS’ Medical Board denying their disability claim
Affidavit Electing to Process Disability Retirement – Tier 4 Members with Tier 3 Rights
Form #611
For Tier 4 members with Tier 3 rights who wish to file for disability under the provisions of Article 14 of the RSSL
Agency Report on Accident
Form #607
This form must be completed by your employer.
Physician’s Report of Disability
Form #606
This form contains your physician’s medical report and your authorization to provide information to NYCERS’ Medical Board.
Applicant’s Report of Personal Disability
Form #605
This form must be filed along with your application for disability retirement benefit.
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.
Loans – Tier 3, Tier 4, and Tier 6 Basic and Special Plan Members
Brochure #911
Information about loan eligibility, borrowing capacity, and filing and processing a loan application for members in Tier 3, Tier 4, and Tier 6 Basic and Special Plans.
Application for Transfer of Member’s Accumulated Salary Deductions to Another Retirement System Within New York State
Form #321
If you accept another position with the City or State of New York (or any of its political subdivisions) that entitles you to membership in another City or State retirement system, you may use this form to transfer your NYCERS membership to that system.
Transferred Contributor Affidavit – City University of New York (CUNY) Employees
Form #232
For NYCERS members who are eligible for membership in the NYC Teachers Retirement System and elect to remain a member of NYCERS as a Transferred Contributor.
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 6 Stops on the Road to Retirement.