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NYS Comptroller

Thomas P. DiNapoli


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Too often, the only times a beneficiary designation is reviewed is at the time of application for membership or retirement.

Life circumstances sometimes change and the beneficiary you designated when you joined may not be the one you would designate today. Therefore, it is important to periodically review your beneficiary designation. Your beneficiaries are listed in your Member Annual Statement. You may also request information about your beneficiaries by writing to us.1

How do I change my beneficiary?

  • Your beneficiary must be changed on the Designation of Beneficiary form (RS5127) Adobe pdf, and submitted to the Retirement System. (This form is for active members only. Retirees should contact us for the appropriate form).
  • This form must show all beneficiaries because it will supersede the one already on file.
  • No change becomes effective until the Retirement System has received and approved your completed form.

You can get a Designation of Beneficiary form (RS5127) from the Retirement System, your employer, or from this website.

For more detailed information regarding designating a beneficiary, see our publication, Life Changes — Why Should I Designate a Beneficiary? (VO1706).

1 Updated 3/15