To All Members of CSREA

If you are coming in for Pension Counselling, you must bring the following items:

      A. If you are in Tier I, bring:

  1. Your last year 's W-2 Form.
  2. Your last pension statement (Annual statement)
  3. Your last pay stub.
  4. An estimate of your pension from NYCERS, if you have it.
  5. The most recent Social Security statement if available.

      B. If you are in Tier II or IV, bring

  1. Your last 5 years of W-2's. (3 year average with 5 year look-back)
  2. Your last pension statement (Annual statement)
  3. Your last pay stub.
  4. An estimate of your pension from NYCERS, if you have it.
  5. The most recent Social Security statement if available

IF YOU DO NOT BRING THESE ITEMS, WE CANNOT BE OF ASSISTANCE TO YOU.

CSREA Pension Counselling Team

34-27 Steinway Street

3rd Floor

Long Island City, NY 11101

Tel: (718) 937-0290