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How to fill out the 1996 NYS Retirement Incentive - University At Buffalo online
This guide provides clear and concise instructions on how to complete the 1996 NYS Retirement Incentive form for the University at Buffalo online. Whether you are familiar with online forms or are completing one for the first time, this guide is designed to support you through each step of the process.
Follow the steps to successfully complete the retirement incentive form.
- Click the ‘Get Form’ button to access the document and open it in your preferred editor.
- Begin by indicating your effective retirement date in the designated section. This date must align with the program's timeline.
- Next, fill in the date of your last day on the payroll. This date should be clearly stated and correspond with your retirement date.
- Acknowledge your understanding of the irrevocable nature of your retirement by reading the related statement carefully.
- You must confirm that you have filed an application with the Employees’ Retirement System or Teachers’ Retirement System no later than 14 days prior to your retirement date.
- If applicable, remember to contact TIAA-CREF directly if you are enrolled with them for further instructions.
- Provide your signature in the designated field, ensuring that it is legible.
- Print your name clearly in the 'Name' section as required.
- Enter your person number or the last four digits of your Social Security number in the appropriate field.
- Finally, review all information for accuracy. Once confirmed, save your changes, download a copy of the completed form, and print it if needed for submission.
Complete your documents online to ensure a smooth retirement process.
Because the SUNY ORP is a NYS Public Retirement Plan, ORP distributions are generally exempt from NYS Income Taxes.
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