Fill a Valid Nycers F291 Template Launch Editor Here

Fill a Valid Nycers F291 Template

The NYCERS F291 form is an essential document designed for members who need to update their name in the records of the New York City Employees' Retirement System (NYCers). Aimed at ensuring the accuracy of member's information, it requires substantial proof of name change, such as a marriage certificate, divorce decree, or court order. A detailed process mandates the submission of personal details, with a notary public or Commissioner of Deeds required to validate the affidavit.

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Embarking on a name change journey can often feel like navigating through a labyrinth of paperwork and regulations, particularly for members of the New York City Employees' Retirement System (NYCERS). At the heart of this process for many is the F291 form, a crucial document designed specifically for members seeking to update their name within the NYCERS records. This form, also known as the Name Change Affidavit, serves as a formal application to alter a member's name as it appears on file, necessitating the provision of legal proof such as a marriage certificate, divorce decree, or court order to substantiate the change. Completing this form requires attention to detail, from accurately filling in personal information to obtaining a notary public or Commissioner of Deeds' acknowledgment, ensuring that every step is duly verified. It's important for applicants to provide their member or pension number, alongside the last four digits of their Social Security Number, to facilitate a smooth update process. With the potential complexities surrounding the name change procedure, NYCERS makes support readily available through their Call Center, indicating a commitment to assisting members at every junor of this significant personal transition.

Example - Nycers F291 Form

If you have an official seal, affix it

NYCERS USE ONLY

F291

 

*291*

Name Change Affidavit

This application is for members who wish to change their name that NYCERS has on file. It is important to provide proof of name change, such as a court order, a copy of a marriage certificate or divorce papers, in order for your application to be processed. Should you have any questions regarding this application, please contact our Call Center at 347-643-3000.

Member Number

OR

Pension Number

 

Last 4 Digits of SSN

Daytime Phone

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

First Name

 

 

M.I.

Last Name

 

 

 

 

 

 

 

 

 

 

in Care of (if applicable)

 

 

 

 

 

Address

 

Apt. Number

 

 

 

 

 

 

City

State

 

Zip Code

 

 

 

 

 

 

To NYCERS

I, the undersigned, am employed in the Department of _________________________________ or retired from service on

[MM/DD/YYYY]

/ /

I request that my name be changed on NYCERS records from:

First Name

 

 

 

M.I.

Last Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TO

 

 

 

 

 

 

 

 

 

 

 

 

First Name

 

 

 

M.I.

Last Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of Member

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This form must be acknowledged before a Notary Public or Commissioner of Deeds

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State of

 

County of

 

 

 

On this

 

day of

 

 

2 0

 

, personally appeared

before me the above named,

 

 

 

 

 

 

, to me known, and known to

me to be the individual described in and who executed the foregoing instrument, and he or she acknowledged to me that he or she executed the same, and that the statements contained therein are true.

Signature of Notary Public or Commissioner of Deeds

Official Title

Expiration Date of Commission

Sign this form and have it notarized, THIS PAGE

R06/30/11

Page 1 of 1

Document Attributes

Fact Name Description
Form Title Name Change Affidavit
Form Number F291
Purpose To change a member's name in NYCERS records.
Proof Required Proof of name change such as a court order, marriage certificate, or divorce papers.
Contact Information Call Center at 347-643-3000 for questions regarding the application.
Information Needed Member Number or Pension Number, SSN, current and new names, and a daytime phone number.
Instruction for Submission The form must be signed and acknowledged before a Notary Public or Commissioner of Deeds.
Notarization Member's signature must be notarized including the Official Title and Expiration Date of Commission of the notary.
Submission Date of Form Version referenced is last updated on 06/30/11.
Governing Law Subject to New York State laws governing public employee retirement systems.

Guide to Using Nycers F291

When it comes time to officially change the name that appears on your New York City Employees' Retirement System (NYCERS) records, you'll need to complete the F291 Name Change Affidition. Whether you've undergone a change of name due to marriage, divorce, or another reason, this form serves as your first step in updating your records with NYCERS. Below is a guide to help you fill out the F291 form accurately. Remember, your application won't be processed without the proper proof of your name change, such as a marriage certificate, divorce papers, or court order. Make sure to have these documents handy before you begin.

  1. Start by securing an official seal if one is available, although it's not mandatory for everyone.
  2. Enter your Member Number or Pension Number in the designated space.
  3. Fill in the last four digits of your Social Security Number (SSN).
  4. Provide your daytime phone number, including the area code.
  5. Record your First Name, Middle Initial (M.I.), and Last Name as currently registered with NYCERS.
  6. If applicable, include the name of the person or establishment (in care of) where your mail is currently sent.
  7. Write down your full address, including the Apartment Number, City, State, and Zip Code.
  8. Specify the department you are employed in or, if retired, the date of your retirement (MM/DD/YYYY).
  9. Request your name change by entering your previous name (First Name, M.I., Last Name) and the new name you wish to adopt.
  10. Sign and date the form to officially request the name change.
  11. Have the form acknowledged before a Notary Public or Commissioner of Deeds. They will fill in the state and county, the current date, and their identification of you. They will also sign the form and provide their official title along with the expiration date of their commission.

Upon completing and notarizing the F291 form, your next step is to submit it to NYCERS along with the required proof of name change. Your application will then be processed, and your records will be updated to reflect your new name. It's important to follow up if you have not received confirmation of the change within a reasonable timeframe. Maintaining accurate and current records with NYCERS ensures that your benefits and related correspondence are properly managed under your legal name.

Get Answers on Nycers F291

  1. What is the NYCERS F291 form used for?

    The NYCERS F291 form is used by members who wish to officially change the name that is on file with the New York City Employees' Retirement System (NYCERS). This is a crucial step for ensuring that your retirement records accurately reflect your current legal name, especially following events such as marriage, divorce, or a legal name change.

  2. What types of documentation are required to accompany the form for a name change?

    Members who want to change their name need to provide proof of the name change. Acceptable documents include a court order, a marriage certificate, or divorce papers. These documents serve as verification of the legal name change and are essential for processing the application.

  3. How can I contact NYCERS if I have questions about filling out the form?

    If you have questions regarding the F291 form or the name change process, you're encouraged to contact NYCERS' Call Center at 347-643-3000. The call center staff can provide guidance and answer any questions you might have about completing and submitting your application.

  4. Where can I find the NYCERS F291 form?

    The NYCERS F291 form can be obtained through the NYCERS website. You can download the form from their resources or Forms section. Additionally, you can visit NYCERS' office in person or contact their Call Center to have a form mailed to you.

  5. What information must be provided on the F291 form?

    When filling out the F291 form, you must provide your member or pension number, the last four digits of your Social Security Number, a daytime phone number, and your current address. Additionally, you're required to state your department of employment or retirement, the name currently on NYCERS records, and the new name you're changing to. Finally, your signature is needed, and it must be acknowledged before a Notary Public or Commissioner of Deeds.

  6. Do I need to have the F291 form notarized?

    Yes, after completing the F291 form, you must sign it in the presence of a Notary Public or Commissioner of Deeds. The form will not be processed without this official acknowledgement, as it certifies your identity and the truthfulness of the information provided on the form.

  7. Is there a deadline for submitting the F291 form?

    While there's no specific deadline for submitting the F291 form, it's advisable to submit it as soon as possible after your name change occurs. Timely submission ensures that your records are updated swiftly, preventing any potential issues with your retirement benefits or correspondence from NYCERS.

  8. Can I submit the F291 form electronically?

    Currently, the NYCERS F291 form must be submitted in paper format, either in person or by mail, especially because it requires notarization. Check with NYCERS directly for the most current submission options as these policies may evolve.

  9. After submitting the form, how long will the name change process take?

    The duration of the name change process can vary depending on the volume of requests NYCERS is handling. However, once received, NYCERS will process your form as efficiently as possible. It's a good idea to follow up if you do not receive confirmation of the change within a few weeks.

  10. Will changing my name with NYCERS automatically update my name in other municipal records?

    No, changing your name with NYCERS will only update the records within the New York City Employees' Retirement System. You must separately notify other municipal departments, such as the Department of Finance or the Social Security Administration, to ensure your name is updated across all relevant records.

Common mistakes

Filling out the NYCERS F291 form for a name change requires careful attention to detail. However, individuals often make mistakes that could delay the processing time or even result in the rejection of their application. Understanding these common errors can streamline the application process, ensuring a smoother transition to your new name in official records.

One of the frequent mistakes made is the failure to provide adequate proof of the name change. The form explicitly states the necessity for documents such as a court order, marriage certificate, or divorce papers. Neglecting to attach these crucial documents can halt the process, as the NYCERS needs these forms of proof to authenticate the change legally.

Another error involves incorrect or incomplete information in the personal details section. Whether it's a misspelled name, incorrect member or pension number, or the last four digits of the SSN, these inaccuracies can lead to confusion and potential mismatches in the system. Ensuring every piece of information matches your official documents is essential.

Many applicants also overlook the significance of the notarization process. The form's instructions clearly require the signature to be acknowledged before a Notary Public or Commissioner of Deeds. Forgetting to have the document notarized, or improperly doing so, invalidates your submission. Notarization is a crucial step in validating the identity of the individual requesting the change and their acknowledgment of the truthful completion of the form.

Additionally, some individuals might neglect to update their address information if it has changed. Providing a current address is vital, as correspondence regarding the status of the application, including any requests for additional information or clarification, will be sent there. An outdated address could result in missed communications and further delays.

Finally, a common oversight is the failure to contact the NYCERS Call Center if there are questions or uncertainties about the application process. The Call Center can provide guidance and clarifications, ensuring the application is filled out correctly the first time. Applicants sometimes submit their forms with errors or omissions that could have been avoided had they sought assistance.

  • Not providing proper proof of name change
  • Incorrect or incomplete personal details
  • Failure to notarize the document properly
  • Neglecting to update address information
  • Avoiding contact with the NYCERS Call Center for help

To ensure a timely and successful name change on NYCERS records, individuals must pay close attention to each requirement stated in the F291 form. By avoiding these common mistakes, the process can be expedited, leading to a smoother and less stressful transition.

Documents used along the form

When engaging with the bureaucratic processes of the New York City Employees' Retirement System (NYCERS), particularly with a form like the Name Change Affidavit (F291), individuals often find themselves navigating a maze of required documentation. The F291 form is indispensable for members who wish to update their name on NYCERS records due to marriage, divorce, or any other reason necessitating a name change. Accompanying this primary document, there is a range of other forms and supporting documents typically required to ensure a smooth and efficient processing. Understanding each of these forms and their function can greatly simplify the experience for NYCERS members.

  • Court Order for Name Change: Vital for corroborating the legal change of a name. This document is an official decree from a court, confirming the legal change of name.
  • Marriage Certificate: Required when a name change is due to marriage. This certificate serves as evidence of the marriage and the new name assumed post-marriage.
  • Divorce Decree: Necessary when reverting to a maiden or previous name after a divorce. It legally documents the dissolution of marriage and the permission to resume a former name.
  • Birth Certificate: Used to verify the member's original name or in certain cases, the new legal name. It is a foundational document for identification purposes.
  • Photo Identification: Such as a driver’s license or passport with the current name, to establish identity. A new or updated photo ID may also be requested to reflect the name change.
  • W-9 Form: Required for updating tax records. Since a name change can affect tax obligations, an updated W-9 with the new name ensures compliance with IRS requirements.
  • Direct Deposit Authorization Form: Necessary for members who are receiving pension payments and have changed their names. It ensures that payments are deposited into the correctly named account.
  • Beneficiary Designation Form: Should be updated in light of a name change to ensure that all benefits are appropriately directed. This is crucial for the proper management of the member's estate and benefits distribution.
  • Employment Verification Letter: Maybe required to confirm employment status in the case of active employees undergoing a name change. This document assists in verifying the member's current employment and identity.
  • Social Security Card: Updating your name with the Social Security Administration is mandatory, and providing a copy of the updated Social Security card helps ensure that employment and tax records are consistent.

Each of these documents plays a pivotal role in the updating process, serving to affirm the member's identity and ensure that their records, both within NYCERS and with external entities, reflect their current legal name. The systematic gathering and submission of these documents, in conjunction with the F291 form, not only expedite the name change process but also safeguard against future complications arising from discrepancies in official records. For NYCERS members embarked on this paperwork journey, a thorough understanding and careful preparation of these documents can transform a potentially daunting task into a seamless administrative procedure.

Similar forms

The Social Security Number (SSN) card application form is quite similar to the NYCERS F291 form in its purpose of updating personal records. Like the F291 form, individuals must provide proof of identity and, in cases of name changes due to marriage or other reasons, relevant documents supporting the name change. Both forms are critical for ensuring personal records accurately reflect current legal names, which is essential for benefit claims and identity verification processes.

Passport application forms also bear resemblance to the NYCERS F291 form, especially when it comes to updating personal details like name changes. Applicants must provide legal documentation similar to those mentioned in the F291, such as marriage certificates or court orders, to prove the name change. This ensures that the passport accurately reflects the holder's identity, aligning with the F291’s goal of having up-to-date records.

The IRS Form 8822, used for changing an address or name with the Internal Revenue Service, shares similarities with the F291 form. Both forms require individuals to specify their current information, the changes they wish to make, and provide supporting documents for those changes. The emphasis on accurate, current personal information is crucial for both forms to ensure proper handling of financial or pension-related records.

Driver’s license application and renewal forms have parallels with the NYCERS F291 form, particularly in the need to update personal information like name changes. State DMVs require similar proof of name change, such as marriage licenses or court orders. These forms ensure that a person’s legal identity is accurately reflected on their driver's license, mirroring the F291 form’s objective for member records.

The marriage certificate application form shares a key similarity with the NYCERS F291 form in documenting a legal name change event. While the marriage certificate itself serves as a document to support a name change on the F291 form, both documents play roles in legally recognizing personal identity changes and ensuring these changes are officially recorded.

Divorce decree forms are another document type related to the NYCERS F291 form, especially since divorce decrees often contain official name changes. Individuals may use a divorce decree as proof of name change when completing the F291 form to update their records with NYCERS, highlighting the interconnectedness of these legal documents in managing one’s personal identity.

The Voter Registration form, while primarily for electoral purposes, has similarities with the NYCERS F291 form in terms of updating personal information, including name changes. Voters must provide accurate, current information for election records, similar to the way NYCERS members use the F291 form to ensure their pension records are correct.

The application for a bank account or the process to update personal information with a bank often requires documents similar to the NYCERS F291 form. Changes due to marriage or legal name changes must be substantiated with official documents, underlining the importance of accurate personal records across both financial and pension-related matters.

Employment eligibility verification Form I-9 indirectly connects with the NYCERS F291 form by requiring employees to present documents that verify their identity and eligibility to work, which may include updated information on name changes. This ensures that employment records are consistent with legal identity documents, a principle also central to the F291's purpose.

Finally, health insurance application or update forms closely align with the NYCERS F291 form in terms of updating personal details like name changes. Health insurers, like pension funds, require current and accurate member information to ensure benefits are correctly allocated, necessitating similar documentation to prove these changes.

Dos and Don'ts

When you're ready to fill out the NYCERS F291 form for a name change, there are important steps to follow to ensure everything goes smoothly. Here's a list of things you should and shouldn't do:

Things You Should Do:

  1. Provide Proof of Name Change: Attach official documents such as a marriage certificate, divorce decree, or court order that legally validates your name change.
  2. Fill out All Required Information: Make sure to complete each section of the form accurately, including your member or pension number, the last four digits of your SSN, and your new name exactly as it should appear.
  3. Have the Form Notarized: After signing the form, it's essential to have it acknowledged before a Notary Public or Commissioner of Deeds to certify its authenticity.
  4. Keep a Copy for Your Records: Before sending the original document to NYCERS, make a copy for your personal files. This can be helpful if there are any questions or issues down the line.
  5. Contact NYCERS With Questions: If you're unsure about any part of the form or process, reach out to the NYCERS Call Center at 347-643-3000 for assistance.

Things You Shouldn't Do:

  1. Sign Without a Notary Present: Do not sign the form before you're in the presence of a Notary Public or Commissioner of Deeds. Your signature needs to be witnessed and officially notarized.
  2. Use White-Out or Make Cross-outs: If you make a mistake, start over with a new form. Corrections made with white-out or cross-outs can invalidate the document.
  3. Forget to Include Contact Information: Make sure your daytime phone number and full current address are included in case NYCERS needs to reach out to you for any follow-up.
  4. Omit the Date of Notarization: The notary must fill in the date of notarization, their signature, official title, and commission expiration date. Missing any of these details can cause delays.
  5. Ignore the Instructions: Pay close attention to the instructions on the form and any additional guidelines provided by NYCERS or on their website to avoid any unnecessary complications.

Misconceptions

There are several common misconceptions about the NYCERS Form F291, also known as the Name Change Affidavit. Understanding the reality behind this form can help members of the New York City Employees' Retirement System navigate the process of changing their name in official records more efficiently. Below are nine of the most prevalent misunderstandings:

  • Misconception 1: Any document can be used as proof of a name change. Reality: Specific documents are required, such as a court order, a marriage certificate, or divorce papers.
  • Misconception 2: The form can be submitted without being notarized. Reality: The form must be acknowledged before a Notary Public or Commissioner of Deeds to be processed.
  • Misconception 3: The submission of Form F291 will immediately update all records. Reality: While it's a critical step, processing times may vary, and individuals should follow up with NYCERS to ensure completion.
  • Misconception 4: There is a fee to file the F291 form. Reality: There is no fee associated with submitting this form to NYCERS.
  • Misconception 5: An official seal must be affixed for the form to be valid. Reality: While there is a space for an official seal, it is marked for NYCERS use only and is not a requirement for the member submitting the form.
  • Misconception 6: You can change your name over the phone without filling out the form. Reality: A completed F291 form is necessary to process a name change officially; phone requests are not sufficient.
  • Misconception 7: A lawyer must fill out the form. Reality: While members can consult legal advice, it is not necessary for a lawyer to complete the form. Members can fill it out themselves, provided it is then notarized.
  • Misconception 8: This form allows for changes other than name changes. Reality: Form F291 is specifically designed for name changes. Other changes, such as address updates, require different forms or procedures.
  • Misconception 9: If you're retired, you cannot change your name on NYCERS records. Reality: Retired members are also eligible to change their names on NYCERS records by using this form, just like current employees.

Having clear information about the Form F291 is essential for a smooth name change process with NYCERS. Assuring that these misconceptions are dispelled can aid members in completing this task with confidence and efficiency. If questions arise, contacting the NYCERS Call Center is recommended to receive guidance and support.

Key takeaways

Here are some key takeaways about filling out and using the NYCERS F291 Name Change Affidavit form:

  • Members desiring to change the name NYCERS has on file need to complete the F291 form. This is essential for ensuring records are accurate and up to date.
  • Proof of the name change must be submitted along with the application. Acceptable documents include a court order, marriage certificate, or divorce papers. These documents verify the legality and authenticity of the name change.
  • Questions about the application can be addressed by contacting the NYCERS Call Center at 347-643-3000. They provide assistance and can clarify any doubts regarding the form or process.
  • Information required on the form includes the member's number or pension number, the last 4 digits of their Social Security Number, contact information, and both the former and new names.
  • The form must be signed by the member requesting the name change. This signature is a critical step in the process, signifying the member's request and agreement to the changes.
  • After completing the form, it must be notarized. A Notary Public or Commissioner of Deeds must witness the signing, ensuring that the individual signing the form is the person they claim to be and understands the document.
  • The official seal, if available, should be affixed to the form, though the instruction mainly pertains to the notary or commissioner's seal, emphasizing the form's legal acknowledgment.

By following these steps and ensuring all required information is provided accurately, members can smoothly change their name on NYCERS records, maintaining the integrity and accuracy of their personal information.

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