Skip to Content

Office of the New York State Comptroller’s Seal

NYS Comptroller

Thomas P. DiNapoli

Member Annual Statement

Understanding Your Member Annual Statement

The distribution of the 2017 Member Annual Statements begins in mid-May, 2017 and takes approximately six to eight weeks to complete. If you work for a State agency or are no longer working for a public employer, you will receive your Statement in the mail. If you work for a county, municipality, school district or other participating employer, you will receive your Statement from your employer.

Your Statement contains valuable information that can help you understand your benefits and plan for the future. If you have questions about your Statement, you can use one of the buttons below to find the answers you need.

Updating Personal Information

expand toggle iconcollapse toggle icon How do I correct/change my beneficiaries?

There are two ways to update your beneficiaries:

  • Use Retirement Online — our self-service tool. It is a convenient and secure way to correct or change your beneficiary information. Register or Sign In and then click “Update My Beneficiaries.” You can review all your benefits and conduct other transactions with Retirement Online. Learn More.

Whether you change your beneficiaries online or by mail, be sure to include all of your beneficiaries. Your new beneficiary designations will replace all of your previously named beneficiaries. The change(s) will not take effect until we review and approve your designations. it to NYSLRS.

expand toggle iconcollapse toggle iconHow do I correct/change my address?

  • Use Retirement Online — our self-service tool. It is a convenient and secure way to correct or change your address. Register or Sign In, then find your address under “My Profile Information” and click “update.”
  • Email us using our secure contact form (complete all form fields and provide your old and new address).
  • Complete and mail a Change of Address Notification provided on Page 7 of your Statement.
  • Complete and mail a Change of Address Form (RS5512) Adobe pdf.
  • Mail a signed letter (including your name, old address, new address, date of change, and registration number) to:

    NYSLRS

    Attn: Member Services

    110 State Street

    Albany, NY 12244-0001

  • Call 1-866-805-0990 (518-474-7736 in the Albany, New York area) if your new address is not a PO Box or foreign address.

expand toggle iconcollapse toggle iconHow do I correct/change my name?

*If a court order was required for the change, you must also submit a copy of the court order.

expand toggle iconcollapse toggle iconHow do I correct/change my date of birth?

Make a copy of your Statement, circle the mistake and send it with a signed letter requesting the change to:

Member & Employer Services Bureau

Registration Unit

110 State Street, 5th Floor

Albany, NY 12244.

Include supporting documentation such as your birth certificate with your letter. You do not need to send us the original document, but if you do, we will return it.

Contribution Questions

expand toggle iconcollapse toggle iconWhy does my Statement show that I haven’t made any contributions this year?

You may not be required to contribute.

  • Most Tier 1 and 2 members and some Police and Fire Retirement System (PFRS) Tier 5 and 6 members don’t contribute.
  • Members in Tiers 3 and 4 are only required to contribute until they have ten years of membership or ten years of service credit, whichever occurs first.
  • Employees’ Retirement System (ERS) Tier 5 members must contribute for all their years of public service (except state correction officers, who are required to contribute up to 30 years of service). Uniformed court officers and peace officers employed by the Unified Court System must contribute 4 percent; other Tier 5 members contribute 3 percent.
  • The majority of Tier 6 members must contribute for all their years of public service.

Please contact your employer if you have any questions.

expand toggle iconcollapse toggle iconDoes my employer contribute toward my pension?

Employers do not contribute to a member’s individual account, rather, they are billed separately for their share of the costs to participate in the System.

expand toggle iconcollapse toggle iconWhy didn’t I receive my Member Statement?

Here are the most common reasons why you may not have received your Statement.

  • If you are no longer on your employer’s payroll, we mailed your Statement to your home address. However, if the address we have on file for you is not current, you may not receive your Statement.
  • If you had an open retirement case prior to May 1, we assume that you are retiring and will no longer be an active member.
  • You withdrew your membership or transferred it to another public retirement system.
  • You joined NYSLRS during the fiscal year, but your employer did not report any salary or days worked.
  • Your salary and service crediting has been suspended pending compliance with one or more NYSLRS requirements (e.g. the submission of a record of activities required of some elected and appointed officials).
  • You have not been employed by a participating employer for seven or more years and you did not have vested rights when you left the payroll.
  • You completed a membership registration application when you joined NYSLRS, but we have not finished entering your membership information in our records.

Also, if we have been notified that a member has passed away, we will not produce a Statement.

Membership Questions

expand toggle iconcollapse toggle iconHow do I correct/change my Date of Membership/Date of First Credited Service information?

Make a copy of your Statement, circle the mistake and send it with a signed letter requesting the change to:

Registration Unit

110 State Street, 5th Floor

Albany, NY 12244.

Include any supporting documentation with your letter.

expand toggle iconcollapse toggle iconWhy is my Date of First Credited Service different from my Date of Membership?

Your Date of Membership (DOM) is the date you joined NYSLRS.

Your Date of First Credited Service is the date your employer first reported that you were on the payroll, or, if you received credit for service before your DOM, the date that service began.

Service & Salary Questions

expand toggle iconcollapse toggle iconDo I add the amount of service credited during the fiscal year to my estimated total service credit?

No. Your estimated service credit as of March 31, 2017, includes the service credit you earned from April 1, 2016 through March 31, 2017.

expand toggle iconcollapse toggle iconHow do I verify that my service credit is correct?

If you will be eligible to retire within five years, you can request an estimate of your retirement benefit. We will ensure that all your allowable public service is credited as part of preparing your estimate. To request an estimate, send us your completed Request for Estimate Form (RS6030) Adobe pdf. Please be sure to list all your public employment and military service on the form. If you are in a plan that allows you to retire after a certain number of years (i.e. a 20- or 25-year plan), there is no age requirement to request an estimate, but you must be within five years of retirement eligibility.

If you are not yet eligible to request an estimate, but need to know if you have the service required to qualify for vested rights, please write to us. Include your name, retirement registration or NYSLRS ID number, public employment and military service in your letter. If you are requesting credit for military service, please also include a copy of your Certificate of Release or Discharge from Active Duty (DD-214).

expand toggle iconcollapse toggle iconHow do I receive credit for my past service?

You can apply for past service credit by:

  • Sending us a Request for Previous Service Form (RS5042) Adobe pdf
  • Mailing a signed letter to:

    Member & Employer Services Bureau

    110 State Street, 5th Floor

    Albany, NY 12244

    In your letter, please include a full description of the service you are requesting, i.e., employer, job title and beginning and ending dates of the service.

If you are eligible to receive credit for your past service, we will notify you. Sometimes there is a cost associated with receiving this credit. Our letter will provide payment information. Please keep in mind that, while purchasing your past service may increase your retirement benefit, it will not change your date of membership or tier status.

expand toggle iconcollapse toggle iconAm I able to get retirement service credit for military service in the U.S. armed forces?

You may be eligible to receive retirement service credit for your military service. To apply, send us a signed letter requesting the credit along with a copy of your Certificate of Release or Discharge from Active Duty (DD-214). You can submit your request by:

  1. Fax: 518-486-6405 or 518-402-7799 or
  2. Mail:

    Military Service Unit

    110 State Street

    Albany, NY 12244-0001.

There are different sections of the law that allow credit for military service. Once we receive your request, we will determine under what section(s) you qualify. We will inform you of the cost (if any) to receive the credit and your payment options, if there is a cost.

expand toggle iconcollapse toggle iconWhy is my service credit not up to date?

The service credit reported in your Statement is what we have on record for you as of March 31, 2017, the end of our fiscal year.

expand toggle iconcollapse toggle iconWhy isn’t my service credit listed on my Statement?

Because of the complexity of service crediting rules, we are not able to list service credit for Tier 1 members, Police and Fire Retirement System members and members covered under special plans.

expand toggle iconcollapse toggle iconWhy does my Statement say I am not paying for past service? Am I supposed to be paying for past service?

Not everyone has or pays for past service. Here are two examples of past service payments.

  1. If you worked for a participating employer before you joined NYSLRS, or have military service, you can request credit for this service. In some cases, there is a cost associated with receiving this credit.
  2. If your employer did not deduct contributions or deducted insufficient contributions from your paycheck after you became a NYSLRS member, you would be required to make payments.

For more information on past service, read our booklet, Service Credit for Tiers 2 through 6 (VO1854).

expand toggle iconcollapse toggle iconHow do I correct/change my salary information?

The salary information was provided to us by your employer and represents reportable salary they paid you during the fiscal year. You may have received payments that cannot be used in calculating your pension and therefore were not reported to us. If you feel your salary information is not correct, please contact your payroll office. If there is a discrepancy, they must send us an adjustment report requesting a change. Remember, the information on your Statement is for the period beginning April 1, 2016 and ending March 31, 2017, so it will not match the calendar year earnings on your W-2 statement.

Loan Questions

expand toggle iconcollapse toggle iconThere is a loan balance on my Statement. Why did my employer receive a letter to stop the deduction if the loan was not paid in full?

We typically send a letter to employers approximately two to three months prior to your loan being repaid advising them when the final deduction should be taken from your paycheck to satisfy your loan. It is possible your employer stopped deductions too soon or did not send in enough with the final payment.

You can check the balance on your loans by:

  • Using Retirement Online — our self-service tool. It is a convenient and secure way to check your loan balances. Register or Sign In, then scroll down to “My Account Information” to see your total loan balance.
  • Calling our Automated Information Line, at 1-866-805-0990 or 518-474-7736 in the Albany, New York area. You can check your loan balance 24 hours a day, seven days a week.

Retirement Benefit Questions

expand toggle iconcollapse toggle iconWhy is my projected benefit on my Member Statement different from the estimate I received at a Consultation site or in the mail?

The Statement projection is an automated calculation that only uses information we have on file for you as of March 31. Representatives at our consultation sites may add information supplied by you, such as sick leave accruals and lump sum payments, to the calculation of the projection. This information has not yet been verified with your employer, so it is not included in your Statement benefit projection or the estimate you received in the mail. However, estimates mailed to you will project service credit and salary to your estimated date of retirement.

expand toggle iconcollapse toggle iconHow is my Final Average Salary (FAS) calculated on the Statement?

The FAS is one of three important components that will determine your retirement benefit. (Your plan and service credit are the other two.) The FAS on your Statement is an automated calculation that only uses information we have on file for you and does not assume increases in salary. It will be different from the FAS that is calculated when a retirement examiner audits all your salary and service information. Since there are different ways to calculate FAS, you should contact us regarding any inquiries you might have about your FAS calculation.

Death Benefit Questions

expand toggle iconcollapse toggle iconWhy doesn’t my Member Statement list my estimated death benefit?

Here are two common reasons why your estimated death benefit is not listed on your Statement:

  • You have less than one year of total service credit.
  • You are off the payroll of a participating employer and have less than ten years of service credit.

expand toggle iconcollapse toggle iconHow do I get an estimate of my death benefit?

Mail a written request to:

New York State and Local Retirement System (NYSLRS)

Benefit Calculation and Disbursement Services

110 State Street

Albany, New York 12244.

expand toggle iconcollapse toggle iconWill my beneficiaries be eligible for a death benefit if I die after I retire? How much would it be?

Your beneficiaries may be entitled to a post-retirement death benefit if you are a Tier 2, 3, 4, 5 or 6 member covered by Death Benefit 2 and:

  • You retire directly from service, or
  • You are a vested member and your date of retirement is within one year of leaving covered employment.

Post-Retirement Death Benefit Amounts

Date of Death Death Benefit Amount
During your first year of retirement 50% of the death benefit that would have been payable at your retirement.
During your second year of retirement 25% of the death benefit that would have been payable at your retirement.
During your third year of retirement and afterwards 10% of the death benefit that would have been payable at age 60, or at retirement, whichever was earlier. If you joined the Retirement System after age 60, contact us for information about your death benefit.

General Statement Questions

expand toggle iconcollapse toggle iconCan I change where my Statement is mailed?

At this time, you cannot change where your Statement is mailed.

  • If you work for a State agency, your Statement will be mailed to the home address we have for you, so please make sure it is up to date.
  • If you work for a local employer, i.e., municipality, school district, BOCES, etc., your Statement will be mailed to your employer. Your employer informs us of the mailing address we should use, and is responsible for distributing the Statement to you.
  • If you leave public employment, your Statement will be mailed to the home address we have for you.

expand toggle iconcollapse toggle iconHow do I get a reprint of a prior year’s Statement?

Unfortunately, we are unable to reprint your Statement from any year other than the current one.

expand toggle iconcollapse toggle iconHow do I get a reprint of my current year’s Statement?

You can request a reprint of your current year’s Statement once the Statement mailing is completed, usually in the middle of July. Please contact us to request your reprint.

expand toggle iconcollapse toggle iconCan I request a reprint for someone other than myself?

For security reasons, we can only issue reprints to the member or someone authorized to act on a member’s behalf in a legal or business matter. Anyone who has the legal authority to act on a member’s behalf must put their request in writing and send us a copy of their Power of Attorney (POA).

expand toggle iconcollapse toggle iconHow long does it take to get a reprint of my Statement?

It typically takes two to four weeks to produce and mail reprints. We use an outside vendor that prints and mails reprints every other week.

expand toggle iconcollapse toggle iconI work full-time for one public employer and part-time for another. Why was my Statement mailed to my part-time employer?

If you work for more than one public employer, your Statement will be mailed to the employer who last reported your salary and service information to us. That was likely your part-time employer. If more than one employer reported the information at the same time, the Statement will go to the employer who reported the most salary.

expand toggle iconcollapse toggle iconWhy do I need an Identification Card?

With incidences of identity theft so prevalent today, we’re committed to doing our utmost to ensure the safety of our members’ personal information. That’s why we now include Member Identification Cards in the Member Annual Statements. Your ID card contains your unique NYSLRS registration number as well as your NYSLRS ID, which is associated with our new Retirement Online self-service application. You should use one of these numbers, rather than your Social Security number, whenever you contact us. Just clip the ID card out and save it in a secure and easily accessible place so your NYSLRS registration and ID numbers will always be handy. When the transition to our new system is complete, registration numbers will be phased out.