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How to use or fill out Tiers 3, 4, 5 and 6 Loan Application for Members Covered by Articles 14, 15 or 22 (RS5025-A) For NYS
- Click ‘Get Form’ to open it in the editor.
- Begin with the Personal Information section. Fill in your full name, address, and contact numbers clearly.
- Complete the Required Information section. If you have existing loans from other retirement plans, disclose this information accurately.
- Select your Loan Type carefully. You can choose between a new loan, multiple loans, or refinancing an existing loan—only one option is allowed.
- Indicate the Loan Amount you are applying for. Choose whether you want a maximum non-taxable loan or specify an amount.
- Fill out your Payroll Information including employer details and salary frequency.
- Sign the application in ink and ensure it is notarized to avoid rejection.
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