Annual Statements for Retirement Systems and Pension Funds
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 DFS 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 Stephen Pallas at firstname.lastname@example.org or Peter Kreuter at email@example.com.
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.
2014 Annual Statements
- 2014 Annual Statement Instructions
- 2014 Annual Statement Template
- 2014 Annual Statement Template without macros
2013 Annual Statements
Portal Applications & Accounts
For access to SECURED applications on the DFS Portal, you must have a Portal account. You will find a list of all of the DFS Secured and Guest (unsecured) applications available when you log into the DFS Portal: