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Click ‘Get Form’ to open the TDA Loan Application in the editor.
In Part A, provide your personal information including your first name, last name, address, and Social Security number. Ensure all fields are filled accurately.
Move to Part B and specify the amount you wish to borrow. You can either write a dollar amount or select 'maximum' for the highest available loan.
Select your repayment period in months (not exceeding 60) and choose how you would like to receive your loan—either by mail or via Electronic Fund Transfer (EFT).
If applicable, complete Part C regarding leave of absence details. For those applying with a TDA Annuitization Election, fill out Part D accordingly.
In Parts E and F, designate how your account should be debited for funds and how payments should be credited. Ensure totals equal 100%.
Finally, sign and date the application in Part G before a notary public who will complete Part H.
Start filling out your TDA Loan Application today using our platform for free!
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EVIDENCE AND TERMS OF LOAN. The Plan Administrator will document every loan in the form of a promissory note signed by the Participant for the face amountRead more
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