Nys retirement loan application 2026

1. Click ‘Get Form’ to open the NYS Retirement Loan Application in the editor.
2. Begin by filling out the Personal Information section. Provide your Social Security Number, Registration Number (if known), and your full name along with your permanent mailing address.
3. In the Required Information section, disclose any existing loans from deferred compensation or tax-sheltered annuity plans. This is crucial for determining eligibility.
4. Select your Loan Type carefully. You can choose between a new loan, a multiple loan, or a refinanced loan. Ensure only one option is checked to avoid rejection.
5. Specify the Loan Amount you are applying for and indicate if you want higher than minimum repayments. Be mindful of tax implications based on your selections.
6. Complete the Payroll Information section by providing your employer's name, annual salary, payroll frequency, and employment term.
7. Sign the application in ink and ensure it is notarized to prevent rejection.

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