Section 657. Survivor's benefit for retired state employees


Latest version.
  • 1. a. The term
      "retired  state  employee"  as  used in this section shall mean a former
      employee or officer of the state (1) who while in state service  retired
      for  any  cause  from any retirement system or pension plan supported by
      funds of the state other than the state university  optional  retirement
      program  of  article  eight-B  of  the  education  law  or the education
      department optional retirement program of article three, part V, of  the
      education  law,  or (2) who while in state service retired for any cause
      from either or both such optional retirement programs provided he or she
      had thereupon attained age  fifty-five,  or  (3)  who  terminated  state
      service  for  any cause on or after the attainment of age sixty-two; and
      who, at the time he or she retired pursuant to subparagraph one  or  two
      of  this  paragraph or terminated service pursuant to subparagraph three
      of this paragraph, had ten or more years of full time service as a state
      employee, provided that the ten years' full time service were within the
      last fifteen years prior to such retirement or termination. For purposes
      of this section, no person shall  be  deemed  to  be  or  have  been  an
      employee  or officer of the state or in the state service for any period
      during which his or her salary was  not  paid  directly  by  the  state,
      except  a  person employed in an institution specified in paragraph b of
      this subdivision or a person employed  in  an  authority  or  commission
      specified in paragraph c of this subdivision.
        b.  For  all  purposes  of  this  section alone, the state colleges of
      agriculture,  home  economics,  industrial  and  labor  relations,   and
      veterinary  medicine,  the  state  agricultural  experiment  station  at
      Geneva, and any other institution or agency  under  the  management  and
      control  of  Cornell  university,  as the representative of the board of
      trustees of the state university of New York, and the state  college  of
      ceramics  under  the management and control of Alfred university, as the
      representative of the board of trustees of the state university  of  New
      York shall be deemed to be the state.
        c.  For the purpose of determining eligibility for benefits under this
      section, previous service rendered as an employee  of  an  authority  or
      commission  established  under  the  public  authorities  law  shall  be
      credited to a retired state employee as  state  service,  provided  such
      authority or commission has in effect, at the time of retirement of such
      retired  employee,  a  provision  for  a  survivor's  benefit  which  is
      substantially equivalent to that provided in this section and  in  which
      previous  state  service  is  credited  to  retired authority or retired
      commission employees toward eligibility for such survivor's benefit.
        d. For the purpose of determining eligibility for benefits under  this
      section,  no  retired state employee who retired prior to October first,
      nineteen hundred sixty-six shall  be  eligible  for  benefits  hereunder
      unless  such  retiree  is  a  pensioner  of the New York state and local
      employees' retirement system or the New York state and local police  and
      fire retirement system.
        2.  The  amount  of a survivor's benefit under this section shall be a
      lump sum of two thousand dollars, except  that  where  a  retired  state
      employee  dies  while reemployed as provided in subdivision four of this
      section or dies within thirty  days  following  retirement  pursuant  to
      subdivision  one  of  this section, the amount of the survivor's benefit
      under this section, if any, shall  be  two  thousand  dollars  less  any
      ordinary   death  benefit,  exclusive  of  any  ordinary  death  benefit
      attributable  to  the  reserve-for-increased-take-home-pay,  payable  on
      account  of  the  death  of  such  employee under a retirement system or
      pension plan supported by funds of the state.
        3. In addition to the benefit provided pursuant to subdivision two  of
      this  section  an  additional  benefit  shall  be  provided on behalf of
    
      retired state employees who  retire  or  terminate  their  services,  as
      defined  by  subdivision  one  of this section, on or after April first,
      nineteen hundred seventy,  except,  however,  such  additional  benefits
      shall  be provided on behalf of retired state employees who were members
      of the state police in  a  collective  negotiating  unit  consisting  of
      commissioned  officers  established  pursuant to article fourteen of the
      civil service law who retire or terminate their services, as defined  by
      subdivision  one  of  this  section,  on  or after April first, nineteen
      hundred seventy-one, and on behalf of retired state employees  who  were
      members  of the state police in a collective negotiating unit defined in
      the  certification  of  the  public  employment  relations  board  dated
      December  twenty-ninth,  nineteen hundred seventy in case numbers C-0570
      and C-0575 established pursuant to article fourteen of the civil service
      law who retire or terminate their services, as  defined  by  subdivision
      one  of  this  section,  on  or  after  April  first,  nineteen  hundred
      seventy-two, of one thousand dollars, except  that  where  such  retired
      state  employee dies while reemployed as provided in subdivision five of
      this section or dies within thirty days following retirement pursuant to
      subdivision one of this section, the amount of  the  survivor's  benefit
      under  this  section,  if  any, shall be three thousand dollars less any
      ordinary  death  benefit,  exclusive  of  any  ordinary  death   benefit
      attributable  to  the  reserve-for-increased-take-home-pay,  payable  on
      account of the death of such  employee  under  a  retirement  system  or
      pension  plan  supported by funds of the state in lieu of the survivor's
      benefits specified in subdivision two of this section.
        4. A survivor's benefit under this section shall not be payable in any
      case in which a survivor's benefit is payable pursuant  to  section  six
      hundred fifty-five of this chapter.
        5.  The eligibility for survivor's benefit protection provided by this
      section of a retired state  employee  who  subsequently  reenters  state
      service,  or  enters  the  service  of  a  participating  employer  of a
      retirement system or pension plan supported by funds of the state, shall
      continue but only until such employee  attains  eligibility  either  for
      coverage  under  the  survivor's benefit program provided by section six
      hundred fifty-five of this article or for payment of an  ordinary  death
      benefit of two thousand dollars or more, exclusive of any ordinary death
      benefit attributable to the reserve-for-increased-take-home-pay, payable
      on  account of the death of such employee under such a retirement system
      or pension plan. Each time such employee leaves state  service,  or  the
      service  of  such  a  participating  employer, and loses the eligibility
      attained following such entry or  reentry,  such  employee  shall  again
      become  eligible  for  payment  of a survivor's benefit provided by this
      section.
        6. The survivor's benefit payable under this section shall be paid  to
      such  person  or  persons  as the retired state employee shall have last
      nominated  to  receive  benefits  under  a  retirement  option  of   the
      retirement  system  or  pension  plan supported by funds of the state of
      which such employee last became a member, or if such  employee  did  not
      nominate  such a beneficiary, or if such beneficiary has died, or if the
      employee was not a member of such a retirement system or  pension  plan,
      to  the  person last specifically designated by such employee to receive
      the survivor's benefit under this section on a form  prescribed  by  and
      filed  with  the  state  comptroller.  In  the  event  such a designated
      beneficiary does not survive such employee, or if a beneficiary was  not
      designated, the survivor's benefit shall be payable to the estate of the
      retired state employee or as provided in section thirteen hundred ten of
      the surrogate's court procedure act.
    
        7.  The  survivor's  benefit fund provided for by subdivision seven of
      section six hundred fifty-five of this article shall be  the  fund  from
      which  survivor's  benefit  payments  pursuant  to this section shall be
      paid.
        8.  The  state  comptroller shall prescribe such regulations as may be
      required for the effective  administration  and  implementation  of  the
      provisions  of  this section including the establishment of criteria for
      determining eligibility  for  payment  under  this  section.  The  state
      comptroller may enter into agreement with other agencies to perform such
      duties as may be necessary to implement the provisions of this section.
        9. a. Every state department or agency shall promptly inform the state
      comptroller  of the retirement or termination, as defined by subdivision
      one of this section, of  any  employee  on  whose  behalf  a  survivor's
      benefit under this section may be payable. Such employer shall set forth
      the  relevant  state  employment  record  of the employee and such other
      information as is required by the form to be  prescribed  by  the  state
      comptroller.
        b.  Every  public  retirement  system or pension plan within the state
      shall promptly inform the state comptroller of the death of  any  member
      on  whose behalf a survivor's benefit under this section may be payable.
      Such system or plan shall set forth the name or names of the beneficiary
      or beneficiaries, if any,  last  designated  by  the  member  under  any
      retirement  option selected and such other information as is required by
      the form to be prescribed by the state comptroller.
        10. A designated beneficiary of every retired state employee who filed
      a designation of beneficiary form with the state comptroller  must  file
      an application with the state comptroller for a survivor's benefit under
      this section within six months after the death of such employee in order
      to qualify for the survivor's benefit provided by this section. For good
      cause shown, the state comptroller may waive this time requirement.
        11.  The  provisions  of  this  section  shall  apply to retired state
      employees  who  retire  or  terminate  their  service,  as  defined   by
      subdivision  one  of this section, on or before June thirtieth, nineteen
      hundred seventy-four, provided, however, that nothing  herein  shall  be
      deemed  to  apply  to  any  employee  who retired on or before September
      thirtieth,  nineteen  hundred  sixty-six  and  who  died  prior  to  the
      effective date of this subdivision.