Get Ny Tda Withdrawal & Rollover 2024-2025

This guide is designed to provide you with clear and comprehensive instructions to help you successfully complete the NY TDA Withdrawal & Rollover form online. By following these steps, you will ensure that your application is filled out correctly and submitted efficiently.

Follow the steps to complete your NY TDA Withdrawal & Rollover form.

1. Select the ‘Get Form’ button to access the NY TDA Withdrawal & Rollover form. This will open the document in an online editor where you can make your entries.
2. Enter your personal information in the required fields, including your member number, the last four digits of your Social Security number, and your employee identification number.
3. Fill out your mailing address accurately, including your apartment number, city, state, and zip code. If your mailing address differs from your home address, be sure to indicate this.
4. Provide your primary and secondary telephone numbers. Confirm whether your primary telephone number is a cell phone by selecting 'Yes' or 'No'.
5. Complete the email fields with a primary email address, and, if applicable, a secondary email address. Ensure these are valid to receive confirmation and updates.
6. Indicate your reason for the withdrawal by selecting the relevant box, such as hardship or direct rollover. If applying for a hardship distribution, be prepared to complete additional certification requirements.
7. If opting for a direct rollover, complete the section that authorizes the trustee-to-trustee transfer, making sure to provide the necessary financial institution information.
8. Select how much of your total available refund you wish to withdraw, either by dollar amount or percentage. Ensure to tick only one option for accuracy.
9. Review all entries for completeness and accuracy before proceeding to the end of the form.
10. Once you have filled in all necessary fields, follow the submission guidelines. You can save changes, download, print, or share your completed form based on your preferences.

Complete your NY TDA Withdrawal & Rollover form online today to ensure a smooth processing experience.