More than 480,000 members and retirees have discovered that Retirement Online is the fastest way to do business with NYSLRS. It’s secure and convenient, and helps you avoid calling or mailing forms. It also gives you instant access to information about your benefits.
Retirees Can Do Even More in Retirement Online
The Fastest Way to Get Your 1099-R Tax Document
With Retirement Online, you can get the tax information you need faster. If you receive a taxable benefit from NYSLRS, you’ll be able to view your 1099-R tax form in Retirement Online starting at the end of January 2024 for calendar year 2023.
You can update your delivery preference now to receive an email as soon as this important document is available. If you choose to receive your 1099-R by email, you will not receive a printed copy in the mail.
View Your Retiree Annual Statement Online
Your Retiree Annual Statement provides important information about your benefit amount, deductions and tax withholding. Statements will be mailed at the end of February, but they’ll be available online sooner than waiting for your mailed copy.
Make the Switch to Email and Help Us ‘Go Green’
Email delivery gives you access to your important documents sooner and helps the environment by reducing paper consumption. Help us ‘go green’ by choosing the paperless option.
It’s easy to make the switch to receive an email when your 1099-R tax form and Retiree Annual Statement are available in Retirement Online:
- Sign in to Retirement Online.
- From your Account Homepage, click the “update” link next to ‘1099-R Tax Form Delivery by’ or ‘Retiree Annual Statement by.’
- Choose “Email” from the dropdown.
Be sure to check that the email address listed in your Retirement Online profile is current. Regardless of your delivery preference, you will be able to view and print your 1099-R by signing in to Retirement Online at the end of January.
Don’t Forget These Timesaving Features
Change Your Federal Tax Withholding
No forms needed — Retirement Online is the fastest way to update your withholding. If you submit your changes by the middle of the month, they will generally be applied to that month’s payment.
Generate a Pension Verification Letter
There are organizations that may ask you for a letter verifying your pension income — maybe for housing or as part of an application for the Home Energy Assistance Program (HEAP). You can use Retirement Online to save or print your own letter any time you need one.
Manage Your Direct Deposit
Use Retirement Online to securely update your direct deposit bank account information. Whether you’ve switched banks or need to move your deposits to a different account, you can make those changes quickly with Retirement Online. Changes are generally applied within one to two payments, and more quickly than if you send in a paper form.
View Your Pension Pay Stubs
You can access pay stubs for your benefit payments by clicking the date of the payment you want to view. You can track year-to-date totals and any deductions for health insurance, union dues, tax withholding or disbursements under a domestic relations order, giving you greater insight into your benefits. NYSLRS will also send you a notice whenever the amount of your monthly payment changes.
Update Your Contact Information
Let us know if you move or your phone number or email address change. Update your contact information quickly in Retirement Online to make sure you continue to receive important news and information about your benefits.
You can even schedule an address change, so you’ll get NYSLRS mail at your seasonal home without interruption.
Manage Your Beneficiaries
Eligible retirees can change their beneficiary for their post-retirement death benefit or update contact information for an existing beneficiary.
If You Haven’t Opened Your Account, Sign Up Today
If you don’t have a Retirement Online account, now is a great time to sign up. Click “Sign Up” on our Retirement Online Sign In page to get started. We have step-by-step instructions on registering for your account and how to sign in for the first time. You may also find our Retirement Online Tools and Tips blog post helpful.
If you still need assistance, you can find step-by-step instructions in the Tools & Tips section of the Retirement Online page.