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RECEIVED Name Change Notice RS 5483 Office of the New York State Comptroller New York State and Local Retirement System ? Employees? Retirement System ? Police and Fire Retirement System 110 State.

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How to fill out the ERS Name Change Form online

Completing the ERS Name Change Form online is a straightforward process that allows individuals to officially update their name in the retirement system. This guide provides detailed steps to ensure you fill out the form accurately and efficiently.

Follow the steps to successfully complete the form online.

  1. Click ‘Get Form’ button to access the ERS Name Change Form and open it in your preferred document editor.
  2. Fill in your registration number at the top of the form. This number is unique to your retirement account and helps identify your records.
  3. In the 'Old Name' section, enter your last name, first name, and middle initial as they currently appear in the system. Make sure to print clearly using capital letters.
  4. In the 'New Name' section, provide your last name, first name, and middle initial as you wish to be recognized in the system following the name change.
  5. Input the last four digits of your Social Security Number. This is a mandatory field necessary for identification purposes.
  6. Enter your telephone number in the designated field. This information may be used for any necessary follow-up regarding your name change.
  7. Select the reason for your name change by filling in one circle. Options include Change in Marital Status, Court Order, Religious, or Other. If you select Court Order or Other, be prepared to provide relevant documentation.
  8. Sign the form using your new name in the Member Signature section. This signature indicates your official request for the name change.
  9. Date the form by entering the current date to confirm when you completed and signed the document.
  10. Once all fields are complete, review the form for accuracy. You can then save your changes, download the completed form, print a copy for your records, or share it as needed.

Complete the ERS Name Change Form online today and ensure your records reflect your new name.

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To provide a lifetime monthly benefit to someone when you die, you can elect an option at retirement (this is different from the one-time death benefit). An option allows you to distribute your retirement benefit over your life and the life of your option beneficiaries.

You may choose to: Terminate your membership and withdraw your accumulated contributions plus interest; or. Leave your contributions in your account and qualify for a retirement benefit when you are age 55.

If you qualify for a retirement benefit and you do not withdraw your membership, you may apply for a retirement benefit when you reach age 55. Once you have ten or more years of credited service, you cannot withdraw from the Retirement System.

Ending Your Membership You can receive the refund directly or roll your contributions over to an Individual Retirement Account (IRA) or other qualified retirement plan. If you do not withdraw your contributions, they will continue to earn 5 percent interest for seven years.

However, early retirement carries a penalty of a permanent reduction in your retirement benefit at a rate of 6.5% for each year that you have retired prior to age 63.

There are 4 main ways you can access your pension savings: withdrawing your full pension pot. withdrawing from your pot in smaller lump sums. flexible drawdown. an annuity.

Applications for Retirement. Application for Service Retirement (RS-6037) ... Beneficiaries. Eligibility of Retired Employee for Survivor's Benefit (RS-6355) ... Change of Address. Change of Address Form for Active Members (RS-5512) ... Health Benefits. Health Insurance Transaction Form (PS-404) ... M/C Life Insurance. ... Sign Up / Decline.

Sign in to Retirement Online, find your mailing address, phone number or email address under 'My Profile Information' and click “update.” You can also use Retirement Online to tell us how you prefer to receive correspondence.

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