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Document Checklist - Deceased Claim

May 26, 2023
Resource type
Resources

Change Log:

May 26, 2023: Removed text next to Claim Form Appendix A stating "only required if filing a hard copy claim form".

Updated the document checklist to remove the need for originals, including Exhibit A, and removed Exhibit 1 from the minimally required document list.

November 15, 2022: Notable updates include:

  • Updated information regarding documents to prove presence.
  • Changes related to NYSLRS members and documents to support claims for lost earnings.
  • Removed references to NYCERS/NYSLRS worksheet and Union and Defined Benefit Plan worksheet as these documents are no longer needed for these claims.
  • Added reference to new Lead Personal Representative Form.
  • On Deceased Checklist – added clarifying language re: life insurance.
Associated document(s)
Topics
Filing a Claim
Deceased Individuals