DESIGNATION OF PRIMARY BENEFICIARY(IES)
Use the beneficiary’s given name: Mary Smith NOT Mrs. John Smith. Please print plainly or type.
I hereby name the following beneficiary(ies) to receive any benefit payable on my behalf. If I have named more than one beneficiary, it is my
intention that those living at the time of my death should share equally any benefit payable.
Name ______________________________________________________
Name
______________________________________________________
Relationship _________________________ Birth Date _______________
Relationship
_________________________
Birth Date
_______________
Soc. Sec. No.* _______________________________________ Sex_____
Soc. Sec. No.*
_______________________________________
Sex
_____
Address (Street, City, State, Zip)
Address (Street, City, State, Zip)
___________________________________________________________
___________________________________________________________
___________________________________________________________
___________________________________________________________
Name ______________________________________________________
Name ______________________________________________________
Relationship _________________________ Birth Date _______________
Relationship _________________________ Birth Date _______________
Soc. Sec. No.* _______________________________________ Sex_____
Soc. Sec. No.* _______________________________________ Sex_____
Address (Street, City, State, Zip)
Address (Street, City, State, Zip)
___________________________________________________________
___________________________________________________________
___________________________________________________________
___________________________________________________________
DESIGNATION OF CONTINGENT BENEFICIARY(IES)
Use the beneficiary’s given name: Mary Smith NOT Mrs. John Smith. Please print plainly or type.
If all the above named beneficiary(ies) die before I do, any benefits payable on my behalf should be paid to the following. If I have named more than
one beneficiary, those living at the time of my death should share any benefit equally.
Name ______________________________________________________
Name ______________________________________________________
Relationship _________________________ Birth Date _______________
Relationship _________________________ Birth Date _______________
Soc. Sec. No.* _______________________________________ Sex_____
Soc. Sec. No.* _______________________________________ Sex_____
Address (Street, City, State, Zip)
Address (Street, City, State, Zip)
___________________________________________________________
___________________________________________________________
___________________________________________________________
___________________________________________________________
* Social Security Number required. (See statement below.)
Retiree’s Signature (sign name in full)
Acknowledgement To Be Completed by a Notary Public
State of ________________________________________________ County of _________________________________________________
On the ______________ day of _______________________________ in the year ______________________, before me, the undersigned, personally appeared
___________________________________________________ personally known to me or proved to me on the basis of satisfactory evidence to be the individual(s)
whose name(s) is (are) subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their capacity(ies) and that by
his/her/their signature(s) on the instrument, the individual(s), or the person upon behalf of which the individual(s) acted, executed the instrument.
______________________________________________________
NOTARY PUBLIC (Please sign and affix stamp)
Social Security Disclosure Requirement
In accordance with the Federal Privacy Act of 1974, you are hereby advised that disclosure of your Social Security account number is mandatory pursuant to
Sections 11, 34, 311 and 334 of the Retirement and Social Security Law. The number will be used in identifying retirement records and in the administration of
the Retirement System.
Personal Privacy Protection Law
The Retirement System is required by law to maintain records to determine eligibility for and calculate benefits. Failure to provide information may interfere with the
timely payment of benefits. The System may be required to provide certain information to participating employers. The official responsible for record maintenance
is the Director of Member and Employer Services, NYS and Local Retirement System, Albany, NY 12244; call toll-free at 1-866-805-0990 or 518-474-7736 in the
Albany area.
RS 6400 (Rev. 4/13)