Get Rollover Withdrawaldistributiontransfer.pub

Filling out the Rollover Withdrawaldistributiontransfer.pub form is essential for managing your pension contributions efficiently. This guide provides step-by-step instructions to ensure you complete the form accurately and effectively.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering your personal details in the designated fields. Provide your name as the member or payee, the date of filling out the form, your home address, the last four digits of your Social Security number, your tax number, and your telephone number.
3. In the section stating your reason for filing, indicate the date you were appointed and select one of the following options: 'Resigned,' 'Dismissed,' 'Terminated,' or 'Laid-off.' Don’t forget to specify your last position.
4. If you are currently employed in another New York City or New York State agency, provide the name of that agency and the start date.
5. Indicate how you would like the check to be issued by specifying the Retirement System to which it should be mailed and include your membership number.
6. If you are appealing your case and do not want to withdraw your contributions at this time, check the appropriate box.
7. In the ‘Return of Contributions/Rollover’ section, choose between Option 1 and Option 2 for how you want your distribution processed. If opting for a distribution, specify the amount in Option 1, ensuring you understand the 20% withholding rule.
8. For Option 2, indicate the amount to be rolled over directly to your chosen IRA or qualified 401K Plan, and provide the account title and number along with the address of the financial institution.
9. Review and acknowledge the terms regarding the withdrawal of all funds and how it affects your membership in the Police Pension Fund.
10. Sign the form in the designated ‘Member/payee signature’ area and include the date. Ensure that a notary public witnesses your signature, if required, and they fill in their details.
11. After completing the form, you can save the changes, download a copy, print it, or share it as needed.

Take control of your pension contributions today by filling out the Rollover Withdrawaldistributiontransfer.pub form online.