modifying an employer contact’s contact information€¦ · modifying an employer contacts...

Retirement Online Help Desk | 844-619-9614 EXT – DEMJA3 – Last Rev 03/2020

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Modifying an Employer Contact’s Contact Information

This guide shows you (as a Contact Administrator) how to change an existing employer contact’s contact information. You can update an employer contact’s title, phone number, email address, and mailing address, but you cannot change their name or contact type. To change the name of an employer contact who is a member of NYSLRS, you must inform the Employer Demographics Unit and the employer contact (as a NYSLRS member) must complete and submit a Name Change form to the Registration Unit. To change the name of an employer contact who is not a member of NYSLRS, you will need to remove the appropriate employer contact row from the Contact Summary page. You will then add them as a new contact with the updated name. However, if the employer contact requiring a name change is a security administrator or contact administrator, you will need to email the Employer Demographics Unit at [email protected]. If you need to change the employer contact’s type, you must first remove the appropriate employer contact row from the Contact Summary page. You will then add them as a new contact with the appropriate contact type. Please reference the Remove an Employer Contact from Retirement Online How To Guide and the Adding a New Employer Contact Using Retirement Online How To Guide.

mailto:[email protected]

https://osc.state.ny.us/retire/word_and_pdf_documents/ro_training_guides/empbuspart/demja3_remove-employer-contact_emp.pdf

https://osc.state.ny.us/retire/word_and_pdf_documents/ro_training_guides/empbuspart/demja3_add-employer-contact_emp.pdf

https://osc.state.ny.us/retire/word_and_pdf_documents/ro_training_guides/empbuspart/demja3_add-employer-contact_emp.pdf


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Step Action

1. On your Retirement Online Account Homepage, in the ‘I want to…’ section, click the Manage Contact List link.

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Step Action

2. The Employer List page will appear. Click the Employer link of the employer contact whose information you are changing. Note: You may have more than one employer location listed if you work for multiple employers. In this example, we will use: 40199 VILLAGE OF LAKE GEORGE.

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Step Action

3. The Employer Contacts page will appear. Scroll down until you see the Edit button.

4. Click Edit.

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Step Action

5. Next, click the Name of the employer contact whose information you are changing. Note: In this example, we will use: MS DENISE.

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Step Action

6. The Employer Contacts Edit pop-up will appear. In the ‘Contact’ section, click in the Title field.

Delete the employer contact’s current title, if applicable, and enter the employer contact’s new title into the Title field. Note: In this example, we will not change the Title.

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Step Action

7. In the ‘Contact Info – Phone & Email section’, click in the Phone Number field.

Delete the employer contact’s current phone number, if applicable, and enter the employer contact’s new phone number into the Phone Number field. When entering the phone number, please do not include any parentheses [()], dashes [-], or slashes [/]. This field will format the phone number automatically after you select a different field. Note: This is a required field. In this example, we will use: 5181234567.

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Step Action

8. Next, click in the Ext/PIN field.

Delete the employer contact’s current extension or PIN, if applicable, and enter the employer contact’s new extension or PIN in the Ext/PIN field. Note: In this example, we will use: 789.

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Step Action

9. Click in the Fax field.

Delete the employer contact’s current fax number, if applicable, and enter the employer contact’s new fax number in the Fax field. When entering the fax number, please do not include any parentheses [()], dashes [-], or slashes [/]. This field will format the fax number automatically after you select a different field.

Note: In this example, we will use: 5184567890.

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Step Action

10. Click in the Address 1 field.

Delete the employer contact’s current Address 1 information, if applicable, and enter the employer contact’s new address information into the Address 1 field. This is a required field. Note: In this example, we will use: Town Hall.

11. Click in the Address 2 field.

Delete the employer contact’s current Address 2 information, if applicable, and enter the employer contact’s new address information into the Address 2 field. Note: In this example, we will use: 100 Central Ave.

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Step Action

12. Click in the Postal field. Within Retirement Online, Postal refers to the ZIP code for US addresses.

Delete the employer contact’s current ZIP code, if applicable, and enter the employer contact’s new ZIP code in the Postal field. Note: This is a required field. In this example, we will use: 23456.

13. Once you are finished entering the employer contact’s new contact information, click OK.

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Step Action

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A Message pop-up will appear stating that the changes will not be saved until the Save button is clicked on the Manage Employer Contacts page. Click OK.


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Step Action

15. The Employer Contacts page will appear. Once you have completed changing the employer contact's information, click Save.

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Step Action

16. A pop-up message may appear stating the changes have been saved, and if any of your changes are in the Pended Changes panel, they will require approval from NYSLRS.

Click OK.

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Step Action

17. The Employer Contacts page will appear. Click the Account Homepage link to return to your Retirement Online Account Homepage.

You have now completed making changes to an employer contact’s contact information.

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