Annual Statements for Retirement Systems and Pension Funds: Electronic Submission
2011 Annual Statement submission Information
General Instructions
- The submission for a fiscal year is due on or before March 1 following the calendar year in which the fiscal year ends.
- Retirement systems and pension funds must have established with the Department the identity of individuals who will be submitting documents. If those individuals have not been identified to the Department, or if changes are to be made to existing assignments, please e-mail Michael Lambert at michael.lambert@dfs.ny.gov.
- An individual whose identity has been established as above should log on to the Department’s web portal by the submission due date and submit the documents. Detailed instructions are available for download after logging into the application.


