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Services:
Tax Statements We provide an annual 1099R tax statement that will be sent to you for tax filing purposes.
Retirement Certificates Upon your benefit commencement, we will issue a legal document to you detailing the terms of your annuity benefit.
Pension Benefit Verifications Upon your request, we can confirm your annuity entitlement to third party agencies, with your written authorization.
QDRO's Comply with Court Orders requiring changes to your annuity benefit in the event of a divorce.
Information Changes

We are here to assist you in the change of any personal information in connection with your annuity, such as:

  • Name and Address changes
  • Beneficiary Designation changes
  • Replacement Checks
  • Death Notification


Useful Forms:
Direct Deposit Authorize New York Life to send retiree benefit payments to a bank or other financial institution.
Tax Election and Withholding Authorize, update or change your federal tax election and withholding information.
Beneficiary Designation Authorize, update or change your beneficiary information.
Change Notice Form Inform us of a change of your address or legal name.
Benefit Quotation Request Request an estimated quotation of benefits due you at specified commencement dates.
Annuity Descriptions Provides descriptions of the various annuity forms which may be available to you upon your benefit commencement.
Payment Direction Form For Guaranteed Monthly Annuity Payment Tell New York Life how you want your monthly annuity set up.
Payment Direction Form For Non Guaranteed Monthly Annuity Payment Tell New York Life how you want your monthly annuity set up.
Payment Direction Form For Single Sum Benefit Payment Tell New York Life how you want your single sum benefit payment set up.

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Guaranteed Products is a division of New York Life Investments. "New York Life Investments" is a service mark used by New York Life Investment Management Holding LLC and its subsidiary, New York Life Investment Management LLC. Corporate Headquarters: 51 Madison Avenue, New York, New York 10010.