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Documents

Everything you need to know, all in one place. Stay up to date with your plan and its features, and download important forms here.

Document Categories

Enrollment Form

Use this form if you are enrolling in the plan for the first time.

Beneficiary Form

Use this form to designate beneficiaries of any benefit payable upon your death.

Contribution Rate Change

Use this form to change the amount of payroll deductions toward savings.

Hardship Form

Use this form to request withdrawal of funds in the event of financial hardship.

Buy Back Form

Use this form to transfer an eligible amount from your 403(b) program with Prudential to your pension plan at NYCERS in order to purchase service credit under NYCERS rules.

Rollover In Form

Use this form to place assets into your 403(b) plan with Prudential.

Roth Q&A

Use this form to better understand Roth contributions.

Budgeting Worksheet

Use this form to establish an overview of your monthly income and expenditures.

2022 Calendar

Your 2022 holiday and payday calendar.

Loan Brochure

>Review this brochure to learn more about loans through your plan.

GoalMaker Brochure

Review this brochure to learn more about GoalMaker.

Learn moreGetting the most out of your retirement plan

Visit any of these links to stay up to date on the features of your plan

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Your Retirement Plans Resources & Quick Actions

View Plan Documents

Get all plan communications, forms and documents here.

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Get In Touch

Get contact info for your plan counselors and administrators.

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Sign Up For Online Access

Register to review your account details.

Create an online account

Log In To Your Account

View account details, customized planning tools and more.

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