Get Ny Rs 6399 2022-2026

The NY RS 6399 form is essential for individuals electing their retirement options under the New York State and Local Retirement System. This guide provides a comprehensive, step-by-step overview to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete your NY RS 6399 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your personal information in the 'Information About You' section. This includes your full name, date of birth, and complete address. Ensure this information is accurate for future correspondence.
3. Select your retirement system by checking the appropriate box for either the Employees’ Retirement System (ERS) or the Police and Fire Retirement System (PFRS).
4. In the 'Electing An Option' section, carefully read each option available to you: Single Life Allowance, Joint Allowance – Full, Joint Allowance – Partial, or Year Certain. Make your choice by checking the appropriate box.
5. If you choose a Joint Allowance or Year Certain option, you must also provide information about your beneficiary. Enter their name, social security number, address, date of birth, and relationship to you.
6. Sign your name in the designated area, certifying that all information provided is accurate. The signature must be followed by the date.
7. Have the form notarized. Ensure the notary fills out their section completely, as this is essential for the form’s validation.
8. Once completed, save your changes, download a copy for your records, and print the form. Make sure to submit the original form to the appropriate address immediately.

Complete your NY RS 6399 form online today and ensure a smooth retirement process.