Tag Archives: tax documents

Retirees: Update Your Contact Information

Wherever retirement takes you, it’s important to keep NYSLRS informed of any changes to your contact information. That way, you’ll be sure to receive the tax information, news, correspondence and statements we send you. For example, we’ll be distributing 1099-R tax forms in January and Retiree Annual Statements in February.

If you choose to receive these documents by mail, it’s vital you review the address we have on file for you. If your information is incorrect or outdated, you must update your address by December 31. You can get access to your 1099-R and Statement sooner than printed copies are mailed by choosing email as your delivery preference—learn how to get email notifications for important documents below.

Please be aware, changing your address with the United States Postal Service (USPS) does not mean your records will automatically be updated with NYSLRS. Also, USPS will only forward mail to your new address for a limited time—generally, 12 months. To ensure you continue receiving mail from NYSLRS, you must submit a change of address directly to us. This is especially important if you receive your pension payment as a paper check.

Also, if you don’t already have an email address on file, please provide it so we can contact you quickly with important information, such as a change to your benefits.

Use Retirement Online To…

Retirement Online is the fastest and most convenient way to manage your NYSLRS account. 

Update Your Contact Information

Sign in to Retirement Online to check your mailing address, phone number and email address—and update them if needed.

Retirees: Update Your Contact Information

Schedule a Change of Address

If you spend time at a seasonal home, you can schedule a change of address to ensure you continue receiving mail from NYSLRS without interruption.

  • Sign in to Retirement Online.
  • Look under My Profile Information.
  • Click update next to mailing address.
  • Select or enter the effective date in Change As Of field.

Get Email Notifications for Important Documents

You can get access to your important documents sooner than printed copies are mailed by choosing to receive correspondence, your 1099-R tax form and your Retiree Annual Statement electronically. When you have something to view, we’ll send an email notifying you to sign in to Retirement Online.

To update your delivery preference to email:

  • Sign in to Retirement Online.
  • Look under My Profile Information.
  • Click update next to ‘Contact by,’ ‘1099-R Tax Form Delivery by,’ or ‘Retiree Annual Statement by.’
  • Choose Email from dropdown.

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

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

Sign Up for Retirement Online

If you don’t have an account, learn more about Retirement Online and click Register Now to sign up. For help, check out our Retirement Online Tools and Tips blog post.

Sign In to an Existing Account

If you have an account but you haven’t signed in recently, you may have forgotten your user ID or password. Don’t worry—from the customer login page, you can:

  • Click the Forgot ID link to look up your user ID.
  • Click the Forgot Password link to reset your password.

Read our Forgot User ID and Forgot Password guides for step-by-step instructions.