Get Preference Assessment Template

Filling out the Preference Assessment Template is an essential step in managing your preferences efficiently. This guide provides clear, step-by-step instructions to help you complete the form online with confidence.

Follow the steps to successfully complete and submit the form.

1. Press the ‘Get Form’ button to retrieve the form and open it in your online editor.
2. Begin by completing your personal information. Enter your full name, social security number, address, and telephone numbers clearly in the designated fields.
3. Indicate your citizenship status for United States tax purposes by selecting one of the provided options: U.S. citizen, resident alien, or nonresident alien.
4. Fill in your registration number, date of birth, and effective retirement date if applicable. Remember that the effective retirement date marks the start of your retirement, not your last working day.
5. Document your public employment history by detailing all public jobs you've held, including any military service. Be thorough, as this is crucial for credit towards your retirement.
6. If eligible, apply for tier reinstatement by providing information about your previous membership in New York State public retirement systems.
7. State whether you are currently a member of another public retirement system in New York State. This includes providing details if you receive any retirement benefits from another system.
8. Enter information for a beneficiary or option for estimate. Note that you will need to submit a separate form to officially designate a beneficiary.
9. Sign your name in the designated area, ensuring you sign your full name without including any titles that imply marital status.
10. A notary public must acknowledge your application. Complete the notary section, ensuring all required information is filled in properly.
11. Review all information you have entered for accuracy before saving your changes.
12. Once satisfied with the details, you can save your changes, download, print, or share the completed form as needed.

Start filling out your Preference Assessment Template online today to ensure a smooth process.