Pre-Retirement Checklist for New York Government Employees

This short checklist was designed to help you in planning for retirement. It is not intended to be all-inclusive, but is meant to highlight some of the critical steps you should take with each agency/provider listed below.

Meet with your agency Health Benefits Administrator (HBA) to discuss:

Before your last day on the payroll, meet with your HBA to:

After you retire:

 

New York State Office of the State Comptroller (OSC); NYSLRS

Preparing for retirement:

  • Request a general estimate 12-18 months before you retire to determine the approximate amount of pension you can expect to receive monthly. Use form RS6030.
  • Locate proof of your birth date. No benefits can be paid without this proof.

Filing for retirement:

  • Submit your retirement application, along with your proof of date of birth, at least 15 but not more than 90 days prior to your date of retirement. Use form RS6037.
  • Submit a W-4P Form (form available from Guide, OSC Website, or Call Center). Use the OSC tax calculator to help you determine how much you should have withheld from your retirement benefit.

Selecting your retirement option:

  • Review your general estimate and select the option that best fits your specific needs.
  • File your Retirement Option Election form no later than the last day of the month in which you retire.

Beneficiary Information:

  • Before and after retirement, periodically check to make sure your beneficiary information is up-to-date.