Tag Archives: contact information

Retirement Online for Retirees Keeps Getting Better

More than 480,000 members and retirees have discovered that Retirement Online is the fastest way to do business with NYSLRS. It’s secure and convenient, and helps you avoid calling or mailing forms. It also gives you instant access to information about your benefits. And, your important documents will be available online, sooner than printed copies are mailed.

Retirement Online for Retirees Keeps Getting Better

Retirees Can Do Even More in Retirement Online

The Fastest Way to Get Your 1099-R Tax Document

With Retirement Online, you can get the tax information you need faster. If you receive a taxable benefit from NYSLRS, your 1099-R is now available online. Sign in to view, save or print your tax form for 2023.

View Your Retiree Annual Statement Online

Your Retiree Annual Statement provides important information about your benefit amount, deductions and tax withholding. Beginning with your 2023 Statement, you can now access it in Retirement Online.

Make the Switch to Email and ‘Go Green’

Be the first to know when documents are available online — email delivery gives you access to your important documents sooner. It also helps the environment by reducing paper consumption. ‘Go green’ by choosing the paperless option.

It’s easy to make the switch. To receive an email when your 1099-R tax form and Retiree Annual Statement are available in Retirement Online next year:

  • Sign in to Retirement Online.
  • From your Account Homepage, click the “update” link next to ‘1099-R Tax Form Delivery by’ or ‘Retiree Annual Statement by.’
  • Choose “Email” from the dropdown.

Be sure to check that the email address listed in your Retirement Online profile is current.

If you choose the email delivery preference, you will not receive a printed copy in the mail.

Don’t Forget These Timesaving Features

Change Your Federal Tax Withholding

No forms needed — Retirement Online is the fastest way to update your withholding. If you submit your changes by the middle of the month, they will generally be applied to that month’s payment.

Generate a Pension Verification Letter

There are organizations that may ask you for a letter verifying your pension income — maybe for housing or as part of an application for the Home Energy Assistance Program (HEAP). You can use Retirement Online to save or print your own letter any time you need one.

Manage Your Direct Deposit

Use Retirement Online to securely update your direct deposit bank account information. Whether you’ve switched banks or need to move your deposits to a different account, you can make those changes quickly with Retirement Online. Changes are generally applied within one to two payments, and more quickly than if you send in a paper form.

View Your Pension Pay Stubs

You can access pay stubs for your benefit payments by clicking the date of the payment you want to view. You can track year-to-date totals and any deductions for health insurance, union dues, tax withholding or disbursements under a domestic relations order, giving you greater insight into your benefits. NYSLRS will also send you a notice whenever the amount of your monthly payment changes.

Update Your Contact Information

Let us know if you move or your phone number or email address change. Update your contact information quickly in Retirement Online to make sure you continue to receive important news and information about your benefits.

You can even schedule an address change, so you’ll get NYSLRS mail at your seasonal home without interruption.

Manage Your Beneficiaries

Eligible retirees can change their beneficiary for their post-retirement death benefit or update contact information for an existing beneficiary.

If You Haven’t Opened Your Account, Sign Up Today

If you don’t have a Retirement Online account, now is a great time to sign up. Click “Sign Up” on our Retirement Online Sign In page to get started. We have step-by-step instructions on registering for your account and how to sign in for the first time. If it’s been a while, you may need to look up your user ID or reset your password.

You may also find our Retirement Online Tools and Tips blog post helpful.

Retirement Online for Retirees Keeps Getting Better

More than 480,000 members and retirees have discovered that Retirement Online is the fastest way to do business with NYSLRS. It’s secure and convenient, and helps you avoid calling or mailing forms. It also gives you instant access to information about your benefits.

Retirement Online for Retirees Keeps Getting Better

Retirees Can Do Even More in Retirement Online

The Fastest Way to Get Your 1099-R Tax Document

With Retirement Online, you can get the tax information you need faster. If you receive a taxable benefit from NYSLRS, you’ll be able to view your 1099-R tax form in Retirement Online starting at the end of January 2024 for calendar year 2023.

You can update your delivery preference now to receive an email as soon as this important document is available. If you choose to receive your 1099-R by email, you will not receive a printed copy in the mail.

View Your Retiree Annual Statement Online

Your Retiree Annual Statement provides important information about your benefit amount, deductions and tax withholding. Statements will be mailed at the end of February, but they’ll be available online sooner than waiting for your mailed copy.

Make the Switch to Email and Help Us ‘Go Green’

Email delivery gives you access to your important documents sooner and helps the environment by reducing paper consumption. Help us ‘go green’ by choosing the paperless option.

It’s easy to make the switch to receive an email when your 1099-R tax form and Retiree Annual Statement are available in Retirement Online:

  • Sign in to Retirement Online.
  • From your Account Homepage, click the “update” link next to ‘1099-R Tax Form Delivery by’ or ‘Retiree Annual Statement by.’
  • Choose “Email” from the dropdown.

Be sure to check that the email address listed in your Retirement Online profile is current. Regardless of your delivery preference, you will be able to view and print your 1099-R by signing in to Retirement Online at the end of January.

Don’t Forget These Timesaving Features

Change Your Federal Tax Withholding

No forms needed — Retirement Online is the fastest way to update your withholding. If you submit your changes by the middle of the month, they will generally be applied to that month’s payment.

Generate a Pension Verification Letter

There are organizations that may ask you for a letter verifying your pension income — maybe for housing or as part of an application for the Home Energy Assistance Program (HEAP). You can use Retirement Online to save or print your own letter any time you need one.

Manage Your Direct Deposit

Use Retirement Online to securely update your direct deposit bank account information. Whether you’ve switched banks or need to move your deposits to a different account, you can make those changes quickly with Retirement Online. Changes are generally applied within one to two payments, and more quickly than if you send in a paper form.

View Your Pension Pay Stubs

You can access pay stubs for your benefit payments by clicking the date of the payment you want to view. You can track year-to-date totals and any deductions for health insurance, union dues, tax withholding or disbursements under a domestic relations order, giving you greater insight into your benefits. NYSLRS will also send you a notice whenever the amount of your monthly payment changes.

Update Your Contact Information

Let us know if you move or your phone number or email address change. Update your contact information quickly in Retirement Online to make sure you continue to receive important news and information about your benefits.

You can even schedule an address change, so you’ll get NYSLRS mail at your seasonal home without interruption.

Manage Your Beneficiaries

Eligible retirees can change their beneficiary for their post-retirement death benefit or update contact information for an existing beneficiary.

If You Haven’t Opened Your Account, Sign Up Today

If you don’t have a Retirement Online account, now is a great time to sign up. Click “Sign Up” on our Retirement Online Sign In page to get started. We have step-by-step instructions on registering for your account and how to sign in for the first time. You may also find our Retirement Online Tools and Tips blog post helpful.

If it’s been a while, you may need to look up your username or reset your password.

If you still need assistance, you can find step-by-step instructions in the Tools & Tips section of the Retirement Online page.

What Members Can Do in Retirement Online

Retirement Online is a secure and convenient way for members to do business with NYSLRS. Submitting applications through Retirement Online speeds up the process and enables NYSLRS to serve more customers more quickly. Here’s a look at some of the things NYSLRS members (not yet retired) can do online.

View Your Account Information

Sign in to Retirement Online for easy access to key information about your NYSLRS account. On your Account Homepage, scroll down to the ‘Account Info’ section. There, you can find your date of membership, tier, retirement plan, estimated total service credit and more.

Update Your Contact Information

It’s important that we have your current contact information to make sure you receive the news, letters and statements that we send you. You can change your mailing address, phone number or email address in the ‘My Profile Information’ section of your Account Homepage. Just click “update” next to the item you’d like to change.

You can save time and reduce paper waste by going green and opting to receive information from NYSLRS electronically. Choose “E-mail” next to ‘Contact by,’ and when important information is ready for you to view in Retirement Online, we will send you an email to let you know.

Retirement Online for members

View and Update Your Beneficiary

NYSLRS retirement plans provide death benefits for beneficiaries of eligible members who die before retiring. It’s a good idea to review your beneficiaries from time to time to make sure your choices reflect your current wishes. Retirement Online is the fastest way to add or remove beneficiaries or update beneficiary information. Click “Manage My Beneficiaries” on the right, under “I want to…”

Estimate Your Pension

How much will your pension be? It’s an important question as you’re planning for retirement. In just a few steps, most members can estimate their retirement benefit based on up-to-date account information, then save or print the estimate. Entering different dates and comparing the results can help you choose the retirement date that’s right for you. From your Account Homepage, go to the ‘My Account Summary’ section and click the “Estimate my Pension Benefit” button.

Apply for a Loan

It’s easy to apply for a loan in Retirement Online. If you are eligible to take a loan, you can see how much you can borrow, what your repayment options will be and whether your loan will be taxable — all before you apply. And, of course, if you decide to go ahead with the loan, you can apply online too. Click “Apply for a Loan” on the right, under “I want to…”

After you’ve received your loan, click the “Manage My Loans” button to adjust your payment amount or to make a one-time payment.

Request Credit for Previous Service

If you worked for a participating employer before joining NYSLRS, you may be able to purchase service credit for that time. You can use Retirement Online to request credit for previous public employment (and for military service) and to upload any supporting documentation. Click “Manage My Service Credit Purchases” to get started.

View Your Member Annual Statement

Your Member Annual Statement can help you understand your benefits. It’s a snapshot of your NYSLRS account based on the information we have on file for you as of March 31 each year, which is the close of our fiscal year. From your Account Homepage, go to the ‘My Account Summary’ area, click the “View My Member Annual Statement” button and follow the steps to view, print or save your Statement. While you’re there, consider updating your MAS preference to “email” in the ‘My Profile Information’ area of your Account Homepage to receive your Statements faster.

Generate a Mortgage Verification Letter

If you need to show your NYSLRS account information for a mortgage, just click the link under ‘I want to…’ to the right of ‘My Profile Information.’ You can print a document that shows your contribution balance, and, if you have an outstanding loan, the date of your last loan, the current balance and the interest rate.

Apply for Retirement

When you are ready to retire, Retirement Online allows you to skip the hassle of mailing paper forms or visiting our office. You can apply for a service retirement benefit, choose your pension payment option, sign up for direct deposit and submit retirement-related paperwork online. A big advantage of applying online is that you don’t have to get anything notarized. Read our Applying for Retirement blog post for more information and links to resources.

Other Online Transactions

If you previously were a member of another New York State public retirement system before joining NYSLRS, your service could be recredited and your date of membership and tier restored. You can click “Reinstate a Previous Membership” to get started.

If you leave public employment with less than ten years of service credit, you can use Retirement Online to withdraw your membership. However, this will terminate your membership with NYSLRS, so you may wish to speak with a customer service representative before you submit your withdrawal application if you have any questions. You can call them at 866-805-0990 or message them using our secure contact form.

Retirement Online After You Retire

Retiring soon? Retirement Online will continue to be an essential tool throughout your retirement years. For information about what retirees can do online, read Retirement Online for Retirees Just Got Better.

Make Sure You Receive Your Member Annual Statement

Member Annual Statements are distributed to NYSLRS members each spring. It’s important that you make sure your contact information is correct to ensure you receive your Statement, which you can access in Retirement Online or have mailed to you.

Note for retirees: Retiree Annual Statements were mailed at the end of February.

Use Retirement Online to Check and Update Your Contact Information

The fastest way to check your contact information, and update it if needed, is through Retirement OnlineSign in to your Retirement Online account, go to the ‘My Profile Information’ area of your Account Homepage and click “update” next to your mailing address or email address to make corrections. Use a personal email, not a work email address.

Member Annual Statement

If you need assistance with Retirement Online, please call our Customer Service Representatives at 866-805-0990.

You can also update your contact information using our secure contact form. Be sure to complete all fields and provide your old and new contact information.

If your new mailing address is a PO Box, you must update your address in Retirement Online or complete and mail us a Change of Address Form (RS5512).

Your employer can’t update your NYSLRS contact information. So even if you updated it with your employer, you’ll need to update it with NYSLRS too.

Get Your Member Annual Statement Faster

You’ll receive your Member Annual Statement faster if you choose to receive it through Retirement Online. If you choose this option, you’ll receive an email that directs you to Retirement Online to see your Statement once it’s ready. To change your Statement delivery preference, go to the ‘My Profile Information’ area of your Retirement Online Account Homepage and click “update” next to ‘Member Annual Statement by.’

You can also receive other NYSLRS correspondence through Retirement Online by clicking “update” next to ‘Contact by.’ If you choose ‘Mail’ or don’t select a preference, you will receive letters by mail. Note: For security purposes, certain correspondence will only be sent by mail.

Please share this post with friends, family or coworkers who are NYSLRS members so they can also review their contact information.

A Short To-Do List for After You Retire

There are a few things you should do regarding your NYSLRS benefits after you retire. This way, wherever your retirement takes you, we can continue to provide you with the benefits and services available to our retirees.

A Short To-Do List for After You Retire

Sign Up for Retirement Online

If you don’t already have a Retirement Online account, this is a great time to sign up. Retirement Online provides a secure and convenient way to check important NYSLRS information, like the deductions from your latest payment and a summary of your benefits. You can also view or update beneficiary information and generate pension income verification letters right from your computer. We’ll be adding additional online features for retirees in the near future, so stay tuned.

Have New Contact Information? Let Us Know

If you move after you retire, let NYSLRS know your new address so you can be sure to get important communications about your benefits.

The Post Office usually won’t forward pension checks to another address. If you haven’t already, you can sign up for our direct deposit program. It’s the safe, hassle-free way to receive your monthly benefit. But there are other things you’ll want to receive from us after you retire, such as:

  • Your 1099-R form. Your pension isn’t taxed by New York State, but it is subject to federal income tax.
  • Your Retiree Annual Statement. It’s a helpful reference that spells out the benefits, credits and deductions you receive each year.
  • Any official notifications such as a net change in your benefits.
  • Your Retiree Notes newsletter.

There are several ways to update your address. The fastest way is through Retirement Online. Or, you can complete our secure contact form for street addresses within the United States. Be sure to fill out the entire contact form and provide both your old and new addresses.

You can also complete a Change of Address Form (RS5512) and mail it to:

NYSLRS
110 State Street
Albany, NY 12244-0001

You should also make sure we have your current email address. Having an email address on file means we can contact you quickly if we need to notify you about an update to your NYSLRS benefits. If you haven’t updated your email address with NYSLRS, update it in Retirement Online, send it to us using the secure email form or send it to us with your Change of Address Form (RS5512).

Keep Your Beneficiary Information Current

Reviewing your beneficiary designations periodically is important. By keeping them up to date, you ensure that any post-retirement death benefit will be distributed to your loved ones according to your wishes. You can use Retirement Online to change your death benefit beneficiaries at any time, or contact our Call Center and we will send you the necessary form.

Read Our Guide for Retirees

Check out our publication, Life Changes: A Guide for Retirees (VO1705), for information about other benefits you may be entitled to and the services we offer after you retire.

Retirees: Be Sure We Have Your Current Email and Mailing Address

Retirees should make sure their mailing address is current before the end of 2022 in order to receive important information from NYSLRS in the coming year. We’ll be mailing 1099-R tax documents in late January and Retiree Annual Statements in February.

Remember, if you file an address change order with the Post Office, they will only forward your mail for a limited time.

If you don’t already have an email address on file, please provide one so we can contact you quickly if we need to notify you about important information such as a change to your benefits. Make sure the email address you use is a personal email address that you have access to when you are retired (rather than a work email address) and remember to keep it up to date.

You can also choose to have account updates sent to you electronically instead of by mail. From your Account Homepage, click the “Update” link next to ‘Contact by’ and select Email as your correspondence preference. When there’s an update to your account, NYSLRS will send you an email to let you know you can sign in to Retirement Online to view it.

Check and Update Your Contact Information With Retirement Online

Retirement Online is the fast and convenient way to check your mailing address, phone number and email address, and update them if needed. ­­If you don’t already have an account, go to the Sign In page and click “Sign Up” under the ‘Customer Sign In’ button. (Need help with Retirement Online? See this post for handy tips.)

update your mailing address and contact info in Retirement Online

Other Ways to Update Your Mailing Address

There are other ways to update the mailing address we have on file for you.

By Email
If your new address is not a PO box or international address, you can email your address change information using the secure contact form on our website. Be sure to complete all form fields and provide your old and new addresses.

By Phone
For street addresses within the United States, you can call us toll-free 866-805-0990 (518-474-7736 in the Albany, New York area). Business hours are Monday through Friday, from 7:30 am to 5:00 pm. You will need to answer some questions to confirm your identity before we update your contact information in our records.

By Mail
You can complete and submit a change of address form by mail. (You’ll need this form if your new address is a PO box or an international address.) Mail your completed form to:

NYSLRS
110 State Street
Albany, NY 12244-0001