Comprehensive Annual Financial Report Comprehensive - nycers 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Membership Number, Last 4 Digits of Social Security Number, Date of Birth, and full name at the top of the form. Ensure all information is accurate.
3. Fill in your complete address, including Apt. Number, City, State, and Zip Code. If your address differs from what is on file, this will update your official records.
4. Designate your beneficiaries by providing their full names (first name, middle initial if applicable, last name), relationship to you, Social Security Number, date of birth, and complete address. Ensure that the total percentage for all beneficiaries equals 100%.
5. If any beneficiary is a minor, check the appropriate box and complete guardian information on Form #137.
6. Sign the form in the designated area and have it notarized by a Notary Public or Commissioner of Deeds. This step is crucial for validation.
7. Finally, ensure all pages are included when mailing the completed form to NYCERS at the specified address.

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