HR Related Forms and Documents
Note: i=interactive
Title
 | Description | Category
|
|---|---|---|
Retirement:TIAA-CREF Investment Guide
 |
Booklet describing TIAA-CREF retirement fund investment options. | Retirement |
| Pre-retirement Information
|
Pre-retirement Information | Retirement |
| SUNY Optional Retirement Program Form (UUP or M/C)i
|
Used by UUP and Management Confidential employees to specify their choice of state retirement program | Retirement |
| Retirement Program Election Form i
|
Used by UUP and Management Confidential employees to specify their choice of retirement program | Retirement |
| Retirement Program History Sheeti
|
Used by new employees to communicate prior participation in a retirement system. | Retirement |
| Survivor's Benefit Program
|
This form is used if part time and declining to enroll in NYS Employees' Retirement System | Retirement |
| TIAA-CREF Retirement Enrollment Formi
|
Used to collect information on UUP employees enrolling in TIAA-CREF retirement program | Retirement |
| Retirement: TIAA-CREF Discipline Investment Management | The purpose of this guide is to provide an overview of TIAA-CREF's investment options. | Retirement |
| NYS Retiree Health Insurance FAQs
|
The information provided will assist NYS employees who are planning on retiring in the near future to better understand their health insurance benefits as a retiree | Retirement |
| New York State Employees Retirement System (ERS)-Overview Information (For Tiers 1-5 only)
|
New York State Employees Retirement System (ERS)-Overview Information (For Tiers 1-5 only) | Retirement |
| Research Foundation-Retirement Plan Overview
|
Research Foundation-Retirement Plan Overview | Retirement |
| New York State and Local Employees Retirement System (ERS) Update
|
New York State and Local Employees Retirement System (ERS) Update | Retirement |
| ERS-ORP Retirement Comparison Chart
|
ERS-ORP Retirement Comparison Chart | Retirement |
| RF FAQs for New Fund Lineup for Basis & Optional Retirement Plans
|
RF FAQs for New Fund Lineup for Basis & Optional Retirement Plans | Retirement |
| NYSDCP Roth Contributions
|
Effective July 8, 2011, the NYSDCP (Plan) will allow after-tax Roth contributions with the opportunity of withdrawals being tax-free. | Retirement |
| Archived NYSHIP Retirement Tips
|
Archived NYSHIP Retirement Tips | Retirement |
| Research Foundation Retiree Health Insurance - What's New
|
Research Foundation Retiree Health Insurance - What's New | Retirement |
| SUNY Retirement Programs for New Faculty and Staff (Unclassified Service)
|
SUNY Retirement Programs for New Faculty and Staff (Unclassified Service) | Retirement |
| Archived ERS Retirement Tips
|
Archived ERS Retirement Tips | Retirement |
| Retirement Planning (State Employees) - December 2011
|
Retirement Planning (State Employees) - December 2011 | Retirement |
| Comparison of Retirement Plan Options - ERS Tier VI and SUNY ORP
|
Comparison of Retirement Plan Options - ERS Tier VI and SUNY ORP | Retirement |
| Research Foundation Optional Retirement Plan Information
|
As an RF employee, you are eligible to participate in the RF's Optional Retirement plan (403b). This supplemental program provides a way for you to save extra money for retirement through payroll deduction; there is no employer contribution. | Retirement |
| SUNY Optional Retirement Program: Enhance Benefits
|
Illustrates changes in employee and employer contribution rates to the SUNY Optional Retirement Program (ORP), specifically as related to tier 3,4, and 4A members | Retirement |