It has been our experience that mail delivery time may vary depending on where you live. Please allow 10 business days for delivery of your monthly check before requesting a stop and reissue of your check.
If you need to report a lost or missing check, you may call us toll free at 1-800-695-0462 option #1 and a service representative will be able to assist you during our normal business hours.
How do I report a lost or missing New York Life check?
It has been our experience that mail delivery times may vary depending on where you live. It is for this reason that we ask that you allow 10 business days before requesting that we stop and reissue your check.
If you need to report a lost or missing check, please call us toll free at 1-800-695-0462 option #1 and a service representative will assist you.
How do I notify New York Life if I change my address?
For your protection, we require that all address changes be submitted in writing. Click here to download a Change Notice form. After you have completed the appropriate sections, please mail the form to the address referenced on the form. Upon completion of this change, New York Life will send you confirmation for your records.
For your protection, we require that you submit a copy of a legal document which certifies your name change along with a Change Notice form. Click here to download a Change Notice form. After you have completed the appropriate sections, please mail the form and any necessary documentation to the address referenced on the form. Upon completion of this change, New York Life will send you confirmation for your records.
Why should I have my monthly pension payments directly deposited into my bank account?
Having your monthly pension benefits automatically deposited into your bank account is a safer, easier and faster way to receive your pension payments. New York Life does not charge a fee for this service.
How can I have my monthly pension payments deposited directly to my bank account?
To have your monthly pension payments automatically deposited to your checking or savings account, you must submit a Direct Deposit form. Click here to download a Direct Deposit form. After you have completed the appropriate sections, please mail it to the address referenced on the form.
Please note, this form may also be used to change or update your banking information.
How do I report a change of my banking information to New York Life?
To have New York Life update your banking information for payments that are directly deposited to your bank or other financial institution, you must submit a completed Direct Deposit form. Click here to download a Direct Deposit form. After you have completed the appropriate sections, please mail the form to the address referenced on the form.
Depending on the form of annuity you elected at the time you commenced benefit payments and the provisions of the group annuity contract, you may or may not be eligible to change your beneficiary. For some forms of annuity, there is no need for a beneficiary. If you are married and looking to designate someone other than your spouse as beneficiary, your spouse must sign the 'Spouse Consent' portion of the form. If you have already designated a beneficiary and would like to make a change, click here to download a Beneficiary Designation form. After you have completed the appropriate sections, please mail the form to the address referenced on the form.
Please note, a joint annuitant may not be changed unless the provisions of the group annuity contract specifically state that this can be done. If a change were possible, it would specify so on your Retirement Certificate which was issued to you with your first payment from New York Life.
If you would prefer to speak with a service representative before making a change, you can contact us toll free at 1-800-695-0462 option #4.
How can I change my tax withholding status for future benefit payments?
In order to change your tax withholding status for future benefit payments, please submit a completed Election & Withholding Certificate. Click here to download an Election and Withholding Certificate. After you have completed the appropriate sections, please mail the form to the address referenced on the form.
How can I report the death of someone in connection with a New York Life group annuity?
To report the death of a recipient, joint annuitant or beneficiary of an annuitant, please call our toll free number 1-800-695-0462 and select Option #3. A service representative will be able to assist you regarding this annuity.
How do I obtain descriptions of the different types of annuities available to me?
At the time you decide to commence benefit payments, you must elect a form of annuity. In order to view descriptions of various annuity types that may be available to you, please click here to see Annuity Descriptions.
Is it possible to get an estimated quotation of the annuity benefit(s) available to me?
If you would like to get an estimated quotation of the benefits due you as part of a group annuity contract through New York Life, please complete and return a Benefit Quotation Request form, along with proof of your date of birth. After you have completed the appropriate sections, please mail the form and any required documentation to the address referenced at the top of the form.
Please note, evidence of date of birth must be attached if not previously submitted.
How can I start receiving my annuity benefit payments?
In order to begin receiving your annuity benefits, please contact us on our toll free number 1-800-695-0462, Option #4. A service representative will be there to assist in having a customized retirement package sent to you as soon as possible.
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