Mortgage and Pension Verification Letters

For certain business transactions, such as getting a mortgage, you may need to verify certain NYSLRS account or benefit information. Fortunately, Retirement Online allows members and retirees to access and print a mortgage or pension verification letter in a few quick steps.

Members Can Generate Mortgage Letters Online

Members still on the public payroll can generate a mortgage verification letter using Retirement Online. On your account homepage, in the ‘I want to…’ section, click the “Generate Mortgage Verification Letter” link.

The printable letter will show your account summary, including the current balance of your contributions, and if you have a loan, the date of your last loan and current loan balance.

You can also request an account verification letter using our secure contact form. Tell us what information you need and be sure to include your personal identification and contact information when you submit the form. In most cases, we’ll mail you a letter within five to seven business days.

pension verification letter infographic

 

How Retirees Can Get a Pension Verification Letter

As a retiree, you may need a letter verifying your pension income — maybe for housing or as part of an application for the Home Energy Assistance Program (HEAP). There are four ways to get a pension verification letter.

  1. Retirement Online

Retirement Online is the fastest way to get a pension verification letter. On your account homepage, in the ‘I want to…’ section, click the “Generate Income Verification Letter” link.

A pop-up box with a confirmation message will appear. Once you click OK, your pension income verification letter will open in a new browser tab, ready for you to print or save.

  1. Email

You can send us your request using our secure contact form. Tell us what information you need, and be sure to include your daytime phone number, in case our customer service representatives have a question. In most cases, we’ll mail your letter in five to seven business days.

  1. Phone

You can call us with your request at 866-805-0990 (518-474-7736 in the Albany, New York area). Our Call Center is open Monday through Friday, 7:30 am – 5:00 pm. We usually mail letters in five to seven business days.

  1. Fax

You can also fax your request to 518-473-5590. Include your retirement or registration number, current address, signature and phone number in case we have questions. Tell us whether you want the letter mailed or faxed to you (provide a fax number).

Sending a Retiree Pension Verification Letter to a Third Party

At your request, we can send a letter verifying your pension income directly to a lending institution, housing authority, nursing home or other third party. However, because this information is confidential, we need your signed written permission.

If you decide you want us to send a letter to a third party, they must fax us a request and include a signed release from you giving us permission to release your information.

21 thoughts on “Mortgage and Pension Verification Letters

    1. NYSLRS

      We’re sorry for your loss.

      You can report your father’s death using the NYSLRS Report a Death Form on our website. You can also call 866-805-0990, press 3, then 1. You will be asked for your father’s NYSLRS ID, retirement number, registration number or Social Security number and date of death. You may also be asked for the address and phone numbers of immediate family members.  

      We will also need an original, certified death certificate, which should be mailed to NYSLRS, 110 State Street, Albany, NY 12244-0001.

      Once we receive the death certificate, we will send named beneficiaries information about any pension benefits or death benefits that may be payable based on the tier and retirement plan. We will also send named beneficiaries the appropriate forms to complete.

      Reply
    1. NYSLRS Post author

      You can request a pension verification letter by calling 866-805-0990, pressing 2 and following the prompts.

      Reply
    1. NYSLRS Post author

      For account-specific information, please email our customer service representatives using our secure email form. Filling out the secure form allows them to safely contact you about your personal account information.

      Reply
  1. Michael Ritchie

    I am a NYSLRS retiree who lost my spouse also a NYSLRS retiree in January of 2022. We had both chosen the 50% pop-up option for the survivor when we retired. To date, 10/14/22 I have not received the pop-up adjustment in my monthly retirement allocation despite multiple written and telephone requests or any assurance when or if the appropriate adjustment will be made. The 50% reduction in my deceased wife’s benefit was made expeditiously. This exercise on top of the loss of a loved one has been very exhausting and anxiety producing.

    Reply
    1. NYSLRS Post author

      We’re sorry for your loss. Your message is important to us, and we have sent you a private message in response.

      Reply
  2. Sylvia Stevenson

    I been trying to get a income verification letter for June,July,August 2022. Unable to get all three for a mortgage loan. I was only able to get for the month of August. There should be a way you can retrieve any month you may need. I need it within 2 days.

    Reply
    1. NYSLRS Post author

      We’d like to help resolve your issue. Your message is important to us and we have sent you a private message in response.

      Reply
  3. Sheila Sanabria

    This website is a mess impossible to check the date your getting your direct deposit, I was able to do it ones after that nothing shows up. When you call what a nightmare!!!

    Reply
  4. Guy m |Christiano

    Having a hard time getting my earnings on paper for our retirement home ???Mortgage company needs now?? Please??

    Reply
    1. NYSLRS Post author

      The fastest way to get a pension verification letter is through your Retirement Online account. On your account homepage, in the ‘I want to…’ section, click the “Generate Income Verification” link. You’ll be able to print or save your own letter as a PDF (portable document format) file.

      If you don’t have a Retirement Online account, please call us at 866-805-0990 (or 518-474-7736 in the Albany, NY area) to request a pension verification letter. Press ‘2’ for the retiree menu and follow the prompts.

      If you would prefer to email or fax your request, please refer to the instructions in the blog post above for more information.

      Reply
      1. Guy Christiano

        Nothing there we have called and called waited one 48 min 2nd time 50 min 3rd time 65 min The morg company has faxed you no replys no letter Whats the problem thats all we need was proof of how much and when it starts we are goin to lose our chance to get out retirement home?????

        Reply
        1. NYSLRS

          We apologize for the trouble you are having. Your message is important to us and we have sent you a private message in response.

          Reply
    1. NYSLRS

      We apologize for the trouble you are having.

      For assistance with Retirement Online, please call our customer service representatives at 1-866-805-0990 (or 518-474-7736 in the Albany, NY area), press 2, then follow the prompts.

      You can also request a pension verification letter using our secure contact form. Tell us what information you need and be sure to include your personal verification and contact information when you submit the form. In most cases, we’ll mail your letter in five to seven business days.

      You can also fax your request to 518-473-5590. Include your retirement or registration number, current address, signature and phone number in case we have questions. Tell us whether you want the letter mailed or faxed to you (and provide a fax number).

      Reply
    1. NYSLRS Post author

      We apologize for the trouble you are having. Your message is important to us and we have sent you a private message in response.

      Reply

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