Nys retirement loan application 2026

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The document is a revised loan application form (RS 5025-A) for Tier 3 and Tier 4 members of the New York State and Local Retirement System. It outlines the necessary personal information, required disclosures regarding existing loans, loan types, amounts, repayment details, and tax implications. The form must be completed in ink, signed, notarized, and mailed to the specified address. It also includes instructions on eligibility criteria for loans, repayment terms, and potential tax consequences.
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  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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When Will I Receive My Loan Check? NYSLRS mails loan checks once a week. To check the status of your loan application: Sign in to Retirement Online.
Depending on your bank, a 401(k) loan direct deposit will take about two or three business days for the funds to docHub your bank account. Before going through the 401(k) loan process, talk to your plans administrator to figure out the quickest and most efficient way to get a 401(k) loan.
How long it will take to receive your funds depends on the delivery method you selected: Check delivery: Please expect about 7-10 business days to receive checks through USPS mail. Direct deposit/ACH delivery: Please allow 2-3 business days for the funds to settle in your bank account.
Most retirees will receive their first full annuity check within 3-5 months of retiring. During processing, you will receive: Interim payments, typically 6080% of your estimated net annuity to help cover your expenses. Any health insurance coverage you elected to take into retirement.
You may borrow only once in any 12-month period. Prior to retirement, and 30 days after issuance, loans are fully insured in case you die before repaying them.

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To withdraw your membership, sign in to your Retirement Online account, go to the My Account Summary area of your Account Homepage and click Withdraw My Membership. You can also apply by mail by submitting the Membership Withdrawal Application (RS5014).
The maximum amount that the plan can permit as a loan is (1) the greater of $10,000 or 50% of your vested account balance, or (2) $50,000, whichever is less. For example, if a participant has an account balance of $40,000, the maximum amount that he or she can borrow from the account is $20,000.

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