TRS Retirement Report - Create File

1. On the NY TRS Retirement Report page, select Report.

2. Select the Reporting Year and Reporting Month.

3. Create a hard copy of the report to verify data before you create the electronic file:

   1. Select Hard Copy.

   2. Select PDF or Excel.

   3. Select the type of report.

   4. If you have the security permission to view the entire Social Security Number (without masking) and want to include it, select Print Full Social Security Number.
      The required access privileges are granted by assigning the appropriate security resource.

   5. Select Create, then Yes.

4. Save the files and select OK.

5. Navigate to the folder containing the report files.

6. Inspect the files. Update data if needed.

7. Repeat these steps until all the required data is included.

8. Create the electronic file:

   1. Select Electronic File.

   2. Select the type of report.

   3. Select Create, and then Yes.

   4. Save the file and select OK.

The default file name is NY TRS_Report_<Reporting Month Reporting Year>.txt

Follow the state's submission procedures.