Nycers form f133 2026

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The document is a beneficiary designation form (F133) for Tier 3, 4, and 6 members of NYCERS, allowing them to nominate beneficiaries for death benefits. It includes instructions for completing the form, requirements for notarization, and details on how to designate multiple beneficiaries or an estate as a beneficiary. Members are advised to read the instructions carefully and can contact NYCERS for assistance.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your Member Number, the last four digits of your Social Security Number, and your Date of Birth at the top of the form. Ensure all information is accurate.
Fill in your full name and complete address, including any applicable apartment number, city, state, and zip code.
In the Designation of Beneficiaries section, list each beneficiary's full name, relationship to you, Social Security Number, date of birth, and complete address. Remember that percentages must total 100%.
If designating a minor as a beneficiary, check the appropriate box and provide guardian information on Form 137.
Sign the form in the designated area in front of a Notary Public or Commissioner of Deeds. Ensure that Page 2 is also acknowledged by them.

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What is the NYCERS defined benefit plan?

Defined Benefit Plan NYCERS is a defined benefit retirement plan. Defined benefit retirement plans for public sector employees offer benefits which are defined in law. Generally, retirement allowances payable from such plans are based on a members years of service, age and compensation base.

How much does a beneficiary get from the Nycers pension?

If the retiree dies before the designated beneficiary, the beneficiary will continue to receive either the same (100%) lifetime annual retirement allowance ($16,400) or one-half (50%) of the lifetime annual retirement allowance ($8,200), depending on the retirees se- lection.

How does the NYCERS pension plan work?

Your membership with NYCERS provides a guaranteed income for life upon retirement, as well as the opportunity to provide a continued retirement benefit to a designated beneficiary upon your death after retirement.

What does the NYCERS stand for?

The New York State and Local Retirement System (NYSLRS) administers two distinct retirement systems. They are: The Employees Retirement System (ERS) The Police and Fire Retirement System (PFRS)

Is NYCERS a qualified retirement plan?

NYCERS is a Qualified Pension Plan under 401(a) of the Internal Revenue Code. This section is only applicable to Tier 1 and Tier 2 members. Excess refers to contributions and interest credited to your member account after you have met the minimum required years of service for your plan.

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What is a disadvantage of a defined benefit plan?

Defined benefit plans can be complicated to set up and costly to run. Plan on paying startup fees, administrative requirements including annual actuarial calculations, and filing fees for IRS Form 5500.

What is the difference between a 401k and a defined benefit pension plan?

A 401(k) plan allows employees and employers to contribute to a tax-deferred retirement account. However, a defined benefit plan promises employees a specified benefit at retirement and places the risk of providing the benefit on the employer.

Nycers form f133 2026

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