Congratulations! Whether you are newly retired or a seasoned retiree, retirement is a big change. On this page, you have access to countless retirement resources, including forms, tax information, and important news.
You can log in to your account to view your annuity payment bank deposit statements. The statements will show your monthly deposit and taxes withheld as well as year-to-date balance for any month of your retirement from January 2006 forward.
If you choose, the Fund can withhold federal income taxes from your annuity payment. You can make a change by completing an IRS Form W-4P.
The Fund can withhold state income taxes only if you live in New York. If you live in any other state, you will be required to file your state income taxes either quarterly or annually (depending on your state and your income).
Each year, IRS form 1099-R is mailed to your address on record at the Fund by January 31. This form is used to file your taxes.
The Designation of Beneficiary for the Retired Death Benefit form must be notarized and mailed in.
Click the link below to access forms for retirees, including a change of address form, a form to request an electronic deposit of your annuity payments, and a retirement budget worksheet.
One-time Financial Support For Retirees.
Connect With Y Friends And Colleagues.
Try to put in the maximum allowed and you will be thrilled to see how much is there when you retire.
Be sure to save extra whenever you can. Your money is safe and secure, and the compound interest is almost magical.
We are your partner in planning for retirement. Contact us with any questions regarding your retirement.