Application for Direct Trustee to Trustee Transfer Non Taxable (RS5531-N) To request the direct tran 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the deceased's Social Security Number and NYSLRS ID in the designated fields. Ensure accuracy as this information is crucial for processing your application.
3. Select the appropriate Retirement System by checking either 'Employees’ Retirement System (ERS)' or 'Police and Fire’ Retirement System (PFRS)'.
4. In the Beneficiary Information section, indicate whether you are a Spouse or Non-Spouse recipient of the benefit.
5. Fill in your name and specify the amount or percentage of benefits to be transferred, along with the deceased's name.
6. Provide the name of your trustee where you want the funds transferred. Make sure all details are clear and legible.
7. Complete any additional sections regarding federal withholding if applicable, ensuring you sign and date where required.

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