Get Ny Nycers F551 2023-2026

The NY NYCERS F551 form is crucial for Tier 1 retirees electing a retirement option for their beneficiaries. Completing this form accurately ensures that your retirement benefits are distributed according to your wishes. This guide provides step-by-step instructions to help you fill out the form online with ease.

Follow the steps to complete your NY NYCERS F551 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your personal information including your date of birth, member number or pension number, and last four digits of your Social Security Number.
3. Provide your last name, middle initial, and first name. Ensure that the information is printed clearly.
4. Enter your full address, including street address, apartment number if applicable, city, state, and zip code.
5. List your daytime phone number and email address to ensure NYCERS can contact you if necessary.
6. Elect your retirement option by marking either Option 1 (Return of Reserve) or Option 4 (Lump Sum). Review the conditions for each option before making your selection.
7. Designate your primary beneficiaries by filling out their full names, Social Security numbers, dates of birth, relationships to you, and their addresses. If naming multiple beneficiaries, indicate how the benefits should be shared.
8. If any beneficiaries are minors, check the box to designate a guardian of their property and complete the required form.
9. Complete the same information for contingent beneficiaries if applicable, following the same format as for primary beneficiaries.
10. Sign the form and have it notarized. Ensure that the notary public includes their official title and expiration date of commission.
11. Once completed, save your changes, download a copy, print it, or share it as needed, and ensure it is mailed to the designated NYCERS address.

Complete your NY NYCERS F551 form online today to ensure a smooth retirement process.