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).
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.
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.
How to Register for MyNYCERS
If you are already a NYCERS Member, register your MyNYCERS account for instant access to your account details, updates on pending transactions, beneficiary management, loan requests, payments, retirement filing, and more!
All Tiers – Maximum Compensation Limit under IRC 401(a)(17)
Fact Sheet #727
This fact sheet provides the Maximum Compensation Limit under Internal Revenue Code (IRC) 401(a)(17) for 2024 and prior retirements, as applicable.
Personal Service Income
Fact Sheet #725
Tier 3, Tier 4 and Tier 6 disability retirees are required each year to report any earnings from the public or private sector (Personal Service Income). This fact sheet provides answers to the most frequently asked questions regarding Personal Service Income.
Pension Payment Calendar
Download your Pension Payment Calendar here and never wonder when your next payment will be issued.
Guide to Your Pension Check
Fact Sheet #705
If you receive your pension check in the mail, this fact sheet will explain the information that appears on the check. We encourage you to instead consider having your pension check directly deposited into the account of your choice through Electronic Fund Transfer (EFT).
Payroll Verification Affidavit
Form #355
NYCERS periodically requests completion of this form by certain retirees to verify your account and ensure that you are receiving your benefits.
Affidavit of Personal Service Income
Form #351
This form is to be completed annually by all Tier 3, Tier 4 and Tier 6 Disability Retirees to verify your eligibility for continued disability benefits. Find out more about Personal Service Income.
Birthdate Evidence Alternatives
Fact Sheet #709
A list of alternative documentation that NYCERS will accept as evidence of birthdate if you cannot provide a legible, English-language birth certificate. Depending on the document(s) you provide, you may also be required to submit NYCERS’ Birth Evidence Affidavit #205.
Special Tax Notice Regarding Plan Payments
Fact Sheet #717
Tax consequences and rollover options when receiving a lump-sum payment from NYCERS.
Proof of Identity
Fact Sheet #711
An explanation of what documents NYCERS will accept from members, retirees, or beneficiaries as proof of their name (not proof of date of birth) or change of name.