Applying for Benefits - New York State Comptroller 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Social Security Number and Retirement Date in the designated fields. Ensure accuracy as this information is crucial for processing your application.
3. Indicate whether you are on Disability by selecting 'Yes' or 'No'. This helps determine your eligibility for certain benefits.
4. Fill in your personal details including Name, Address, Marital Status, Birth Date, Phone Number, and Email Address. Each field is essential for identification and communication purposes.
5. Answer questions regarding outstanding loans with the I.B.E.W. Local 25 401K Fund and select your preferred distribution option from the provided choices.
6. If applicable, complete the Direct Rollover section by providing the necessary institution details. Make sure to review tax withholding notes carefully before submission.
7. Finally, certify your application by signing and dating where indicated. Don’t forget to attach any required documents such as divorce decrees if applicable.

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