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Applying for Benefits - New York State Comptroller 2026

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4.9 out of 5

32 votes

The document is an application form for retirement benefits from the I.B.E.W. Local 25 401(k) Fund. It collects personal information from the participant, including their Social Security number, retirement date, marital status, and contact details. The form outlines options for distribution of funds, including lump sum or periodic payments, and includes sections for spousal verification and participant certification. It also details tax withholding requirements and instructions for direct deposit of monthly benefits.

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Click ‘Get Form’ to open it in the editor.
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.
Indicate whether you are on Disability by selecting 'Yes' or 'No'. This helps determine your eligibility for certain benefits.
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.
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.
If applicable, complete the Direct Rollover section by providing the necessary institution details. Make sure to review tax withholding notes carefully before submission.
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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Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (32 Votes)
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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

When can I claim NY pension?

When can I claim my State Pension? Your date of birthWhen you can usually claim your State Pension 6 April 1977 to 5 April 1978 Between age 67 and 68 a set date depending on your date of birth After 6 April 1978 Your 68th birthday3 more rows

How to apply for pension in NY?

With 20 years of creditable service, you will receive a retirement benefit of 50 percent of your Final Average Salary (FAS).

What are the requirements for NYS pension?

For the full retirement benefit, you must be 62 years old at retirement or, if you have 30 years of credited service, you may retire as early as age 55. With less than 30 years of service, you may retire as early as age 55, but you will receive a reduced benefit.

How many years do you have to work for NY state to get a pension?

If you have at least five years of Credited Service your pension vests automatically, which means you can collect a Vested Retirement Benefit at age 63. If you have less than 10 years of Credited Service, you may request a refund of your contributions, plus 5% compounded interest.

What is the income limit for NY pension?

Generally, NYSLRS and other New York public sector retirees under age 65 are subject to a calendar-year earnings limit of $35,000. The earnings limit for retirees employed by school districts and BOCES is suspended through June 30, 2025. (April 2024 legislation extended the date from 2024 to 2025.)

2023 new york retirement benefit

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How long does it take to finalize a NYS pension?

Also understand your initial benefit payments are based only on the verified service and salary data we have on file when you retire. Your benefit amount will be finalized after we receive and post all additional employer reports of service and salary a process which generally takes 9-12 months.

What is Tier 4 retirement years in NY?

You can file for a service retirement benefit online. Sign in to your Retirement Online account, go to the My Account Summary area of your Account Homepage and click Apply for Retirement. Paper forms are available on our Forms page, or from our Call Center or your employer.