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Nys deferred comp withdrawal form 2026
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- Click ‘Get Form’ to open the NYS Deferred Comp Withdrawal Form in the editor.
- Begin by marking all applicable options in Section 1 regarding your account changes, such as contribution or payout account changes for both the 457 and 401(k) plans.
- In Section 3, provide your participant information including your ID or last four digits of your SSN, date of birth, and contact details. Ensure accuracy as this information is crucial for processing.
- If you are changing your name or Social Security number, complete Sections 4 and 5 respectively. Attach any required documentation as specified.
- In Section 6, enter your email address to opt for paperless communication regarding your account statements and confirmations.
- Complete Section 7 by naming beneficiaries. Specify their relationship to you and ensure that the total percentage equals 100%.
- Finally, sign the form in Section 8. If applicable, ensure notarization in Section 9 before submitting it via mail to the provided address.
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nyc deferred comp withdrawal
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