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The forms listed below can be used for retirees to change their information, designate a beneficiary, update insurance benefits, and more.
Use this Beneficiary Designation Form to tell ERSRI who you would like to name as your primary and contingent beneficiaries or to make beneficiary updates.
If you worked after June 30, 2012 within ERSRI, please remember to update your beneficiaries with TIAA. To change your TIAA beneficiary online go to www.tiaa.org/beneficiary. If you need further assistance with your TIAA beneficiary designation, please contact TIAA at (800) 842-2252.
Use this Change of Direct Deposit form to have your pension payment deposited directly into your bank account, or to update your account information if you have made changes to your bank or account.
Use this form to tell ERSRI about a name change, new address, new email address, or telephone number. Note: ERSRI payees can also update this information using the ERSRI Member Portal.
Use IRS form W-4P if you would like to change the amount of federal taxes withheld from your monthly pension payment. To assist you in completing this form, you may find the 2023 Tax Calculator Workbook on our Tax Withholding Information page helpful. Note: ERSRI payees can also update their tax information by logging into the ERSRI Member Portal.
Use this form if you would like to change the amount of Rhode Island state taxes withheld from your monthly pension payment. Note: ERSRI payees can also update this information using the ERSRI Member Portal.
Use this form to inform ERSRI about your Domestic Partnership or the termination of a Domestic Partnership.
Submit the Pension Deduction Cancellation form to ERSRI if you wish to cancel Group Life, Union Dues, Credit Union, AFLAC, or SECA deductions from your pension.
Use this Retiree Healthcare Cancellation form if you no longer wish to receive health care benefits through the state of Rhode Island. This form must be sent directly to the State’s Department of Administration-Office of Employee Benefits at the address located on the form.
Use this HARTFORD Life Insurance Beneficiary Designation form if you would like to name a new beneficiary on your HARTFORD life insurance policy. This form must be sent directly to the HARTFORD Insurance address located on the form.
