Forms

Below you will find all forms related to your service in BERS. Download, print, fill-out and return any forms you need to conduct business with BERS.

Important Update: The declaration of a State of Emergency in New York expired on June 24, 2021. BERS has rescinded its policy suspending the requirement to notarize incoming applications, effective June 25, 2021. All BERS forms submitted after June 24, 2021 must be notarized.

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Tier 6 Qualified Pension Plan

For Tier 6 members.

Tier 6 Membership Enrollment
Tier 6 Designation of Beneficiary
Instructions for Designation of Beneficiary
Military Service
Prior Service
Update Contact Information
Lost Check Affidavit
Chapter 721 Opt-Out
New Auto-Enrollment Legislation Announcement

Tax Deferred Annuity (TDA)

You must be a BERS member to enroll in the TDA program.

TDA Enrollment
Instructions for TDA Designation of Beneficiary
TDA Designation of Beneficiary
2024 TDA Investment Change
TDA Withdrawal and Rollover
TDA Required Minimum Distribution
TDA Required Minimum Distribution Update
Litigation Hold Frequently Asked Questions

Tier 4 Qualified Pension Plan

For Tier 4 members.

Tier 4 Designation of Beneficiary
Prior Service
Update Contact Information
Lost Check Affidavit

Tier 2 Qualified Pension Plan

For Tier 2 members.

Tier 2 Designation of Beneficiary

Tier 1 Qualified Pension Plan

For Tier 1 members.

Tier 1 Designation of Beneficiary

Withdrawal

Withdrawal of Accumulated Deductions

Loans

Tier 1/2 Loan
Tier 4/6 Loan
TDA Loan
Early Retirement Program Loan

Electronic Fund Transfers

EFT Authorization

Transfers

Transfer Application
Transferred Contributor Application

Tier Reinstatement

Tier Reinstatement

Retirees

Retirees Update Contact Information
Lost Check Affidavit
EFT Authorization
Retirees Designation of Beneficiary
W-4P
Litigation Hold Frequently Asked Questions

Other Forms

Certification of Attendance at Work Location
Claimant Statement for COVID-19 Death Benefit
Certification of COVID-19 Diagnosis and or Cause of Death
Notice of Participation World Trade Center
Agency Report WTC Disability
Special Durable Power of Attorney