Get Nrf-0749ny-ny 2020-2025

Filling out the NRF-0749NY-NY form online can be a straightforward process if you understand each section and the necessary information required. This guide provides detailed instructions to help users complete the form efficiently and accurately.

Follow the steps to fill out the NRF-0749NY-NY form online.

1. Click the ‘Get Form’ button to obtain the NRF-0749NY-NY form and open it in the editor.
2. Begin filling out the personal data section. Enter your name, account number or the last four digits of your Social Security number, and your primary address including city, state, and ZIP code. Don't forget to provide your date of birth and home phone number.
3. Provide your employer's name and work phone number, along with the state agency code or local employer identification number.
4. Select your desired distribution option. You can choose either a lump sum withdrawal for the entire account balance or a partial lump sum, wherein you must specify the amount. Ensure that this amount does not exceed 100% of your account balance or $100,000 across all plans maintained by your employer.
5. Indicate the source type for your distribution by selecting the applicable options – Pre-Tax, Roth, Rollover, or Prorated across all source types.
6. Choose the investment option. You can select either a prorated distribution from all investments or limit it to the Stable Income Fund only. Be aware that if the selected investment option cannot fully fund your request, the distribution will be prorated from all investments.
7. Select your preferred payment method; either by sending a check (default) or through direct deposit ACH. If opting for direct deposit, complete the next section with the necessary bank account details.
8. If you choose direct deposit, indicate whether your account is associated with a brokerage or investment firm, and verify if the ABA and account numbers are correct.
9. Review and complete your tax withholding selection. Federal income tax withholding is set at a default of 10% unless specified otherwise. State income taxes will be automatically withheld if mandated.
10. Before finalizing your submission, you must sign the form, certifying that you meet at least one qualification under the CARES Act for a distribution. Make sure to date your signature.
11. After completing all sections, save your changes. You can then download, print, or share the form as needed, or follow the provided return instructions to submit via mail or fax.

Ensure you complete your documents online today for efficient processing.