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Forms and Documents

Quick links to key forms.

How can I submit documentation to the Welfare Fund online?

When you submit a Welfare Fund Enrollment or Change of Status Request online, we may require additional documentation, such as a copy of a birth certificate, copy of marriage certificate, etc., to complete the request. You can now upload and submit...

How can I update my personal information (primary address, primary phone number, primary email) on record with the Federation of Nurses?

You can update your personal information directly on the UFT.org website. You must be a registered user on the UFT website to do so. If you haven't registered yet, see instructions on how to do so. To update your email address only, log in to the UFT...

I’m a UFT member and have made the decision to go into treatment. What does treatment look like?

Treatment varies depending on the addictive behavior being displayed. Recommendations for treatment are based on a thorough evaluation of the relationship you have with the substance(s)/behaviors you are engaging in. More intense treatment could...

What rights do nursing mothers have to express breast milk while at work? What help/accommodations are available to meet their needs?

DOE employees needing to express breast milk at work have the right to a lactation space. In accordance with state labor law, updates have been made to the DOE's lactation accommodation policy. DOE employees needing to express breast milk at work...

What are the first steps that pedagogues who get injured at school need to take? 

You must notify your administration within 24 business hours of any accident or injury on school grounds or while on school business. Complete the DOE’s Comprehensive Injury Report and return it to your principal. Inform your chapter leader as soon...

Provider Wellness: Financials

Will I have to provide financial documents in order for Provider Wellness to determine what level of benefits I qualify for? No. Provider Wellness is open to all NYC-based family child care providers with at least one HRA/ACS child in care...

What are the responsibilities of a chapter leader?

As chapter leader, your responsibilities include the following: Holding at least six regularly scheduled chapter meetings each year. Forming a chapter consultation committee,meeting monthly with the committee and the principal, and reporting the...

What is the HCFSA Program/Flexible Spending Account and how can it help with medical expenses? What is this?

The HCFSA is a flexible spending account for health care expenses. Here is how the HCFSA Program works: First, you contribute before-tax dollars into your HCFSA account via automatic payroll deductions. Next, in order to receive reimbursement, you...

Is it possible to be video taped/recorded as part of my teacher evaluation/rating?

If you would like that option, teachers may choose to be videotaped during their Initial Planning Conference with their evaluator. Videotaping can’t happen without a teacher’s consent on the form that is handed in during the IPC.

Will I forfeit my Teacher’s Choice payment if I do not submit receipts for my purchases?

If you receive Teacher’s Choice funds in your paycheck and do not submit an accountability form with receipts by the January deadline, the DOE will take back the money from a future paycheck.

Can I join the UFT if I am a day-to-day substitute teacher, a substitute paraprofessional or part-timer?

Yes, you can. You can join the union by filling out our online enrollment form. If you have any questions or run into difficulty with the online union enrollment process, please call the UFT at 212-331-6311.

What is the OEO?

OEO is the Office of Equal Opportunity and Diversity Management. OEO is the internal DOE office that investigates allegations of sexual harassment and all forms of discrimination. Members are entitled to be represented by a fellow employee or by a...

A member/colleague has passed away and I would like to get an obituary in the UFT paper/New York Teacher. Who can I notify?

We don't publish obituaries in the UFT paper, but they are published on our UFT Honors web site at https://ufthonors.uft.org. Please fill out our online form to tell us about the life of a UFT member who has died.

Do I maintain my tenure after resigning?

Only if you return to teaching within five years of the effective date of resignation and apply to withdraw the resignation using the Application for Withdrawal of Resignation form on the Department of Education website. The application must be...

How can I submit documents to the DOE via HR Connect?

The DOE's HR Connect portal permits users to upload forms and files. Once you have logged into your account, you can submit supporting documents to HR Connect and it is no longer necessary to send them via fax. See step-by-step instructions for how...

Do I need to re-enroll in the TDA Program each year?

No. Your contributions automatically continue into the next year. However, you may change your contribution rate on the Teachers' Retirement System website at www.trsnyc.org or by filing a hardcopy TDA Contribution Rate Change Form. BERS members may...

How do I submit my SHIP application to the UFT?

You can download the SHIP application from the UFT website and mail it along with payment listed on the form to: SHIP, 52 Broadway, 17th fl., New York, NY 10004

How does a beneficiary file a death claim with the Welfare Fund?

A family member or beneficiary must submit a Welfare Fund Death Benefit Notification Form (available by calling the Fund’s Death Benefit Unit) along with a certified or original death certificate to the Welfare Fund. After verification of the...

If a close family member dies, can I take time off to attend the funeral?

You may take off up to four days for the purposes of bereavement, at any point in the three months after the date of death of a covered family member. Form OP 201 is required.

What is traveling tenure?

Traveling tenure may reduce your probationary period. If you received tenure from the DOE in one license area and elect to take an appointment in a new license area, your probationary period will be reduced by one year. If you are eligible, contact...

My spouse and I participate in a Medicare Part D drug plan. If either or both of us hit the catastrophic portion of this coverage, can we submit a claim for reimbursement to the UFT Welfare Fund?

Yes, you and your spouse are both eligible for reimbursement of your catastrophic co-payments under your Medicare Part D coverage. Each of you individually has to reach the annual catastrophic limit; your totals cannot be combined. Claims must be...

How do I join the UFT's Retired Teachers Chapter?

Retiring members who wish to continue their UFT membership and take advantage of our many benefits must enroll to join the Retired Teachers Chapter. You can enroll online or download an application form on the UFT website and mail it to us at: UFT...

Am I eligible for prescription drug coverage? Is there a waiting period?

All eligible in-service UFT members and their dependents have prescription drug coverage through the UFT Welfare Fund. There are no waiting periods for this coverage. In fact, after enrolling in the Welfare Fund, newly enrolled members who are...

How can I request help from the Peer Intervention Program (PIP)?

You can apply by using our online form. PIP is open from 9 a.m. to 5 p.m. Monday through Friday and is located at 50 Broadway, 15th Floor, NY, NY, 10004. Summer hours are from 9 a.m. to 5:15 p.m. Monday through Thursday. If you have any questions...

What is Jarema credit? How may I apply for it?

You may receive credit to reduce your probationary time if you worked as a regular substitute or as an appointed teacher in the same license area and same division (i.e., elementary, junior high, high school) in which you are subsequently approved...

Can my dependent purchase coverage after his/her COBRA expires?

When a dependent child's COBRA coverage expires, he or she may be eligible to purchase Age 29 Young Adult Coverage. As long as both the member and dependent maintain their eligibility. This benefit will continue until the end of the month of the...

Do I have to join the union? Is membership automatic?

The answer to both these questions is no. The UFT is a democratic union and no one is forced to join. Nevertheless, an amazing 96 percent of all potential members choose to become UFT members. Nor is membership automatic, a frequent misconception...

My teacher certification is expiring. What action should I take? How do I apply for an extension?

If your certification is expiring you need to do the following: You will need to apply for the appropriate certificate through your Teach account. You will need to complete an OT 37 Verification of Paid Experience Form and submit to your Human...

What information do I need to enter on my application for the Retired Teachers Chapter?

When filling out your application to join the Retired Teachers Chapter (RTC), please include your name, file number/UFT ID number, exact retirement date, current contact information and pension provider. To avoid a delay in processing, please...

How does a dependent or spouse claim pension funds if a UFT member passes?

If they are the retiree's pension beneficiary, they can contact the Teachers' Retirement System (TRS) and the UFT Pension Department. A member's beneficiary (or representative) must first submit a certified or original death certificate to TRS for...

When will my classroom observations take place? What are the “windows”/time frame for evaluation?

Administrators can observe teachers for evaluative purposes at any time after the Initial Planning Conference and then through the first Friday in June. In addition, half the required minimum number of observations must take place in the fall term...

What's the difference between terminal leave and termination pay?

Termination Pay: You retire with all your Cumulative Absent Reserve (CAR) days and are paid out for half your days at your daily rate. Terminal Leave: You use your CAR days, every 2 days in reserve counting as one day, to stay on payroll and retire...

Can staff members request that a child be initially evaluated for special education services?

A teacher, or other professional staff member, may request that a child be evaluated by completing the Request for Referral form (in SESIS). After receiving the request, the principal must take one of two actions within 10 school days: (1) request...

How does the mail order program work for prescription medications?

Maintenance medications (those taken regularly over an extended period) cannot be filled in monthly quantities after they have been filled three (3) times (original prescription plus two (2) refills), regardless of the number of refills indicated on...

How do I change my name on record with the UFT?

You must provide a legal document (marriage certificate, etc.) for proof of name change. If you receive Welfare Fund benefits, you should fill out the fill out the Welfare Fund’s Change of Status Form on the UFT website to change your name. If you...

How can I fulfill DASA training requirements?

You must complete six hours of coursework from a provider approved by the New York State Education Department. You can find a list of approved providers at the NYSED website. The UFT is an approved provider and offers this course in its borough...