Individual Account Retirement Plan
New York Life Retirement Plan Services Contact Information
Participant Service Center
800.294.3575
Representatives are available from 5 a.m. to 7 p.m. (PT)
Website: New York Life Retirement Plan
Fund Office Contact Information
For distribution requests, change of address, and questions on hours or contributions:
Health Services & Benefit Administrators
4160 Dublin Boulevard, Suite 400
Dublin, CA 94568-7756
Phone: (800) 222-6298
Applications
Individual Account Benefit Application– Use this form to submit your application to the Plan Administrator
Hardship Application– Use this form to submit your application to the Plan Administrator
Tax Forms
Annual Funding Notices
2014 Critical Funding Notice– Published October 2014
SAR– For plan year ending June 30, 2016
Other Notices
Exciting news regarding the Individual Account Plan– August 6, 2012 announcement regarding change in investment manager to New York Life
Glaziers Individual Account Retirement Plan Education Kit– DISCOVER THE SIMPLE WAY to live the life you want.