Get Ny Trs Sb64 2022-2026

This guide provides users with a clear and supportive overview of how to fill out the NY TRS SB64 form online. Understanding the components of this form will help users effectively request a Cost Letter for pension credit.

Follow the steps to successfully complete the NY TRS SB64 form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In Part A, provide your first name, middle initial, and last name. Next, enter your permanent home address, including the apartment number, city, state, and zip code. Provide the last four digits of your Social Security number as well as your TRS membership number. Input your primary phone number, indicating whether it is your home, work, or mobile number. Also, add an alternate phone number with the same indication. Check the box if you have entered new contact information.
3. In Part B, indicate the type and periods of service for which you are requesting credit. Mark your initials in the provided space and state your expected retirement date, if applicable. Specify 'Prior service' or 'Amann service' and provide the corresponding start and end dates and the employer's name and address for each period you are claiming.
4. In Part C, read the provided statement carefully before signing and dating the form. If you are signing on behalf of the member as an agent or legal representative, mark the appropriate box.
5. Upon completion, review all entries for accuracy. Save your changes, then download, print, or share the completed form as needed.

Start filling out the NY TRS SB64 online now to request your Cost Letter.