Get Tda Deferral Status Election Form (for Retiring Members) (code Td30). Form - Trsnyc 2020-2025

The TDA Deferral Status Election Form (For Retiring Members) (code TD30) is an essential document for individuals filing for retirement under the Qualified Pension Plan. This guide provides clear, step-by-step instructions to help you complete the form accurately and confidently.

Follow the steps to complete the TDA Deferral Status Election Form effectively.

1. Press the ‘Get Form’ button to obtain the TDA Deferral Status Election Form and open it in your preferred editor.
2. In Part A, provide all required personal information, including your first name, middle initial, last name, permanent home address, Social Security number (last four digits), apartment number (if applicable), TRS membership number, city, state, zip code, primary phone number, and alternate phone number. Ensure the information is accurate.
3. Indicate any changes to your permanent address or phone number by checking the appropriate boxes and providing an effective date if applicable.
4. In Part B, select one loan repayment method by checking the corresponding box: either automatic deductions from your monthly retirement allowance or monthly direct payments by check to TRS. Make sure to read the instructions carefully.
5. In Part C, read the certification statement, provide the requested information, and sign and date the form in the presence of a notary.
6. Complete Part D by obtaining a notary signature and official title to validate your form.
7. After filling out the form, review it for completeness and accuracy. You can then save changes, download, print, or share the completed form as needed.

Complete your TDA Deferral Status Election Form online to ensure a smooth retirement process.