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Forms and Documents

Quick links to key forms.

1099 tax forms

The Teachers’ Retirement System issues 1099 tax forms each January to people who received distributions from TRS in the previous year.

TRS’ ‘proof of life’ form

TRS may ask retirees to complete a Retirement Allowance Verification Form annually. If you receive such a letter, don't ignore it.

400-member contract team to be formed

UFT President Michael Mulgrew told delegates at the Delegate Assembly on Nov. 17 that the union plans to seek extensive member input to help shape priorities for upcoming negotiations on the next contract and health care.

Important Forms and Resources for Family Child Care Providers

Thank you to those of you who attended our meetings for NYC child care providers. Here are the forms and resources we promised you regarding comprehensive background clearance requirements.

BERS to TRS transfer form due Dec. 10

UFT members who have requested to transfer from the Board of Education Retirement System to the Teachers’ Retirement System must complete and notarize a key form by Dec. 10 for their transfer to be finalized.

Paraprofessionals Chapter elections this spring

Every three years, you have an opportunity to elect a school chapter leader, a paraprofessional representative for your school as well as the leadership of the citywide Paraprofessionals Chapter.

New optional rider choices for retirees with GHI Senior Care

Retirees with GHI Senior Care may now choose to purchase the 365‑day hospitalization rider separately from the prescription drug rider — you no longer have to buy both together. Learn more »

2024 Retired Teachers Chapter elections

The 2024 Retired Teachers Chapter elections will take place this spring. The elections will determine various leadership positions, including chapter leader, vice chairs, secretaries, treasurer, and executive board members.

Optional rider reimbursement

Each year at the beginning of March, eligible retired members receive a partial reimbursement from the UFT Welfare Fund for the cost of an optional drug rider that provides prescription coverage from their insurance carrier.

Use the union’s advocacy tool to help English language learners

UFT members can use the union’s English language learners complaint form to advocate for English language learners.

FAFSA defects depress applications

Problems with the U.S. Department of Education’s rollout of a new Free Application for Federal Student Aid (FAFSA) form and an understaffed call center caused a 3% drop in applications this year, a set of federal reports released in September found.


Workers’ compensation

Workers’ compensation can provide valuable benefits to full- or part-time paraprofessionals, school nurses, occupational or physical therapists, administrative employees and substance abuse prevention/intervention specialists who have a work-related...

Using Teacher’s Choice

Teacher’s Choice, initiated by the UFT over 30 years ago, allows school staff members to exercise their professional judgment to purchase supplementary supplies and materials to improve the educational experience for their students. Here are answers...

Health benefits open enrollment period is active

The annual open enrollment/transfer period for both in-service employees and retirees is Nov. 1 - Nov. 30. During this period, active DOE employees and retirees may transfer from their current health plan to any other plan for which they are eligible...

Florida Center’s Day at the University

The Retired Teachers Chapter and the UFT Welfare Fund are proud to present an in-person series of educational, thought-provoking and entertaining lectures as part of the UFT Florida Center’s Day at the University. Please join us for one or all of...

Your retirement timeline

Whether you are a new member, in mid-career or close to retirement, here are steps you can take to learn about your pension benefits and stay on track as you progress down the road to a financially secure retirement.

Your retirement timeline

Whether you are a new member, in mid-career or close to retirement, there are steps you can take to learn about your pension benefits and stay on track as you progress down the road to a financially secure retirement.

Changes to Special Education Remote Learning Service Plans

The UFT heard from many members about their frustrations with the paperwork demands created by the Department of Education’s Special Education Remote Learning Service Plan. After relaying those concerns, we were able to convince the DOE to extend the...

Hearing aids and exams

The UFT Welfare Fund provides a hearing aid benefit that reimburses UFT-represented employees and their dependents up to a maximum of $4,000 once every three years.

Teacher’s Choice amounts stay steady

As it has for more than 35 years, the Teacher’s Choice program will again reimburse UFT-represented educators for some of their out-of-pocket expenses for supplemental instructional supplies and materials of their choice.


Teacher’s Choice for 2022-23 school year

Thanks to the union’s advocacy, UFT-represented educators will be reimbursed for some out-of-pocket expenses through Teacher’s Choice at the same levels as the previous school year. Teachers will once again receive about $250.

Injuries in the line of duty

Pedagogical DOE employees who are injured or made sick on the job are covered by the Line of Duty Injury provision of the DOE-UFT contract — not workers’ compensation. The following Q&A answers some of the most frequently asked questions about Line...

Etching is her passion

Barbara Zietchick began taking painting lessons and learning about printmaking while she was still a kindergarten teacher on Staten Island in the 1980s. Now, 37 years after her retirement, Zietchick’s lifetime commitment to “change and growth”...

Workers’ compensation

Workers’ compensation is insurance paid for by the employer. It covers medical costs associated with an on-the-job injury or illness, and it pays a portion of lost salary if you miss work. Full- or part-time paraprofessionals, occupational and...

Cultivating love

In this Valentine's Day season, it is worth remembering that there are various types of love around us all the time, all worthy of celebration. Rather than being dependent on a romantic partner, love is something each of us creates from within, every...

It’s a good time to review your pension

The start of a new school year is a good opportunity to review the basics of membership in the Teachers’ Retirement System or the Board of Education Retirement System.

IRMAA 2023 reimbursements

Medicare B 2023 IRMAA reimbursements are scheduled to be issued by October 2024. Eligible retirees must submit the IRMAA 2023 application along with required supporting documents.

Jan. 13 is the deadline to use your Teacher’s Choice funds

You should submit your receipts for Teacher's Choice purchases made between Aug. 1, 2022, and Jan. 13, 2023, along with the Teacher’s Choice Accountability Form detailing your purchases, by Jan. 17, 2023, to your payroll secretary.

Nassau "Not Back To School" Luncheon

After four years, our annual Nassau Section “Not Back to School” Luncheon is returning. Please join us on Wednesday, Sept. 6, 2023, from noon to 3 p.m. at The Inn at New Hyde Park, 214 Jericho Turnpike, New Hyde Park, NY 11040.

Victim Support Program

Did you know there’s a place to turn for support — both at and away from your work site — when tragedy strikes? It’s the Victim Support Program, co-sponsored by the UFT’s Safety and Health Department and the city Department of Education. 


Exercising tech options for phys ed

Digital tools can be helpful additions to physical education classes to enhance student motivation, fine-tune form, accommodate differentiation and offer choices to students.

Per-session activities

Learn all the rules and know your rights with regard to "per-session" activities done outside regular classroom hours.

Open Market Transfer Plan

If you want a new opportunity, wish to work closer to home or have been placed in excess, the Open Market Transfer Plan gives you the chance to apply for a position at another school. This Q&A addresses the most commonly asked questions about the...

Resolution on member engagement during contract negotiations

The UFT will continue to raise our collective voices towards achieving a fair, just and representative contract.

We need climate change curriculum

Short-term disability

In-service UFT members have the protection of a short-term disability plan that can provide valuable income when personal illness renders them temporarily unable to work.