As a retiree, you may find yourself needing a letter verifying your pension income — maybe for housing or as part of an application for the Home Energy Assistance Program (HEAP). There are four ways to get a pension verification letter.
Four Ways to Get a Pension Verification Letter
1. Retirement Online
Retirement Online is fastest and most convenient way to get a pension verification letter. First, sign in. Then, on your account homepage, in the ‘I want to…’ section, click the Generate Income Verification Letter link.
A pop-up box with a confirmation message will appear. Once you click OK, your pension income verification letter will open in a new browser tab, ready for you to print or save.
You can email us your request using our secure contact form. Tell us what information you need, and be sure to include your daytime phone number, in case our customer service representatives have a question. In most cases, we’ll mail your letter in five to seven business days.
You can call us with your request at 1-866-805-0990 (518-474-7736 in the Albany, New York area). Our Call Center is open Monday through Friday, 7:30 am – 5:00 pm. As with email, we usually mail letters in five to seven business days.
You can also fax your request to 518-473-5590. Include your retirement or registration number, current address, signature and phone number in case we have questions. Tell us whether you want the letter mailed or faxed to you (provide a fax number).
Sending a Pension Verification Letter to a Third Party
At your request, we can send a letter verifying your pension income directly to a lending institution, housing authority, nursing home or other third party. However, because this information is confidential, we need your signed written permission.
If you decide you want us to send a letter to a third party, they must fax us a request and include a signed release from you giving us permission to release your information.