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.
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.
Retirees
Retiree Services
Retiree Forms
Retiree FAQs
Privacy Policy | About New York Life | Customer Identification Notice © 2006 New York Life Investment Management LLC. All rights reserved. Legal Notice