Retirement Systems and Pension Funds Annual Statement
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 identify to DFS the 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, email Jason Fesmire at [email protected] or Stephen Pallas at [email protected].
An individual whose identity has been established as above should log on to the DFS Portal by the submission due date and submit the documents. Detailed instructions are available for download after logging into the application.
2025 Annual Statement Blanks
DFS Portal and DFS ID
Those conducting business on behalf of a regulated entity must use DFS ID to access the DFS Portal.
Users must receive an invitation to DFS ID from DFS or their Entity Administrator. You will use DFS ID credentials and multi-factor authentication (MFA) to log in, so be sure to have or download an authenticator app (e.g., Google or Microsoft Authenticator) to an available mobile device before getting started.
To get started, use the DFS Portal button below and sign in using your DFS ID credentials:
- Learn more about DFS ID.