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 Home > Institutional Clients >  Retiree Forms & Reports
Retiree Forms

The following materials are formatted in Adobe® Acrobat® (PDF). Just click on the highlighted items you wish to download. For optimal viewing, we recommend that you use Adobe Acrobat

Useful Forms:

Direct Deposit

Authorize New York Life to send retiree benefit payments to a bank or other financial institution.

Tax Election and Withholding

Authorize, update or change your federal tax election and withholding information.

Beneficiary Designation

Authorize, update or change your beneficiary information.

Change Notice Form

Inform us of a change of your address or legal name.

Benefit Quotation Request

Request an estimated quotation of benefits due you at specified commencement dates.

Annuity Descriptions

Provides descriptions of the various annuity forms which may be available to you upon your benefit commencement.

Payment Direction Form For Guaranteed Monthly Annuity Payment

Tell New York Life how you want your monthly annuity set up.

Payment Direction Form For Single Sum Benefit Payment

Tell New York Life how you want your single sum benefit payment set up.

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