Get Summary Plan Description - Nyc.gov

Filling out the Summary Plan Description - NYC.gov is an important step for individuals seeking to obtain proof of prior employment or verify pension income. This guide will help you navigate the online form efficiently.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Review Section 1 carefully to determine which sections apply to you. Check ONE box indicating your status: either as a retiree or as a beneficiary or payee of a retiree. Make sure to provide a contact phone number.
3. If you are a retiree, provide your first name, last name, and either the last four digits of your Social Security Number (SSN) or your Member Pension Number. If applicable, include your Member Tax ID Number.
4. For the letter contents, understand that all pension certification letters will include specific information such as the appointment and retirement dates, retirement type, a statement indicating 'pension payable for life,' the last four digits of your SSN, and your pension amount. Check the appropriate selections related to your request.
5. Fill out the delivery instructions by checking box 4A and/or 4B as needed. If you choose to have the certification letter mailed, provide the recipient's name and address details. For fax delivery, ensure you enter the recipient's name and fax number.
6. Complete the required signature section by entering the date and signing the form.
7. Notarize the form to validate your signature. This requires a notary public to witness your signature and provide their stamp or seal.
8. Once all sections are complete, save your changes. You may then download, print, or share the form as needed.

Complete your documents online today to efficiently manage your pension information.