With Partial Lump Sum Payment - osc state ny 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out your personal information in the 'INFORMATION ABOUT YOU' section. Ensure accuracy in your name, Social Security Number, mailing address, registration number, and date of birth.
3. Select your desired monthly benefit option by checking the appropriate box on pages 1–2. Review each option carefully to understand its implications.
4. On page 3, indicate whether you elect a Partial Lump Sum payment by checking the corresponding box. Choose the percentage of your retirement benefit you wish to receive as a lump sum.
5. Complete the Method of Payment section if you choose a Partial Lump Sum payment. Specify if you want a full rollover, partial rollover, multiple rollovers, or direct payment.
6. Sign and have the form notarized as required on page 3 before submitting it promptly to ensure timely processing.

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