Retirement Plans Documents

This Withdrawal Kit provides essential resources and instructions for completing the separation from employment process. It includes the necessary forms and a guide to ensure that your withdrawal request is processed smoothly. Follow the included steps carefully to avoid delays in accessing your funds.

This document provides essential information about the NYCE IRA offered to New York City employees. It includes instructions for funding and managing your IRA, as well as details for spousal accounts. Learn how to take advantage of this important retirement savings opportunity.

This document provides essential information for employees looking to rollover their retirement savings into a Paychex account. It includes step-by-step instructions on how to fill out the rollover form and submit it correctly. Ensure your financial future by following this guide carefully.

This file is designed to guide users in requesting distributions from their retirement plan. It includes essential instructions for completing the form accurately. Ideal for individuals needing to withdraw funds from their retirement accounts.

This file is an application for voluntary retirement on medical grounds. It also includes a request for compassionate appointment for a ward. Use this form to ensure proper submission for both requests.

This application form is designed for those who want to apply for a Pension Annuity with Legal & General. It includes necessary instructions and details for completion. Ensure you have your guaranteed quote before beginning your application.

This document is a Change of Address Form for the New York State and Local Retirement System. It is essential for members to ensure their address is current for receiving important information. Completing this form accurately helps maintain updated records.

This form is essential for institutional plan participants to request their required minimum distributions. It provides clear guidance on how to complete the RMD request accurately. Ensure you follow the instructions to avoid penalties and ensure timely processing.

This document provides instructions for the Citibank IRA Contribution Form. Users can learn how to fill out the form correctly and submit it. It includes details about accounts and relevant notices.

This file provides details about the Electronic Funds Transfer (EFT) authorization for monthly benefits. It includes instructions and information on how to fill out the form correctly. Essential for benefit recipients looking to set up electronic deposits.

This file provides essential information and instructions for filling out the North Carolina Total Retirement Plans Form 703 related to short-term disability benefits. Users must report any earnings while receiving these benefits each month. It is crucial for maintaining eligibility for benefits.

This TRS Benefits Handbook offers essential information regarding retirement benefits for Texas educators. It outlines procedures, responsibilities, and relevant laws crucial for members. This resource is designed to facilitate understanding of the TRS retirement processes.