Get Application For Withdrawal Of Accumulated Total ... - City Of Boston - Cityofboston

The Application For Withdrawal Of Accumulated Total Deductions is designed for eligible members seeking to receive a refund from their annuity savings account. This guide provides clear, step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete your application online.

1. Click the ‘Get Form’ button to obtain the application form and open it for editing.
2. Begin by filling out Section A, which requires your name, member ID, phone number, and email address. Indicate whether you have terminated your employment or resigned, and include the job title and the political subdivision's name.
3. Review the statements regarding your eligibility and intentions related to future employment. Check the appropriate boxes confirming whether you have received Workers’ Compensation or been investigated for misconduct.
4. Select your preferred method of payment by checking one of the options provided about how you would like to receive your accumulated deductions. Fill in the necessary details for both the taxable and non-taxable portions.
5. Make sure to sign Section A where indicated, along with a witness's signature to validate your request.
6. Forward the completed form to your department head to fill out Section B, which certifies your employment status and ensures all conditions are met.
7. After it has been signed by a department head, submit the application to the Boston Retirement Board for processing. They will complete Section C to determine your eligibility for the refund.
8. Once the application is processed, you will be notified of your refund status. You can then save any final changes, download, print, or share the completed application as required.

Begin filling out your Application For Withdrawal Of Accumulated Total Deductions online today to ensure you receive your benefits promptly.