Deferred Compensation Plan Final Pension Payment / Outstanding Loan or Union Annuity Fund Rollover Form - New York City

Deferred Compensation Plan Final Pension Payment / Outstanding Loan or Union Annuity Fund Rollover Form - New York City

Deferred Compensation Plan Final Pension Payment/Outstanding Loan or Union Annuity Fund Rollover Form is a legal document that was released by the New York City Office of Labor Relations - a government authority operating within New York City.

FAQ

Q: What is a Deferred Compensation Plan?
A: A Deferred Compensation Plan is a type of retirement savings plan offered by employers to help employees save for retirement.

Q: What is a Pension Payment?
A: A Pension Payment is a regular payment made to retired employees as a form of income in retirement.

Q: What is an Outstanding Loan or Union Annuity Fund?
A: An Outstanding Loan or Union Annuity Fund is a type of loan or annuity fund that is still owed by the employee.

Q: What is a Rollover Form?
A: A Rollover Form is a document used to transfer funds from one retirement account to another without incurring tax penalties.

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Form Details:

  • Released on January 1, 2020;
  • The latest edition currently provided by the New York City Office of Labor Relations;
  • Ready to use and print;
  • Easy to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of the form by clicking the link below or browse more documents and templates provided by the New York City Office of Labor Relations.

Download Deferred Compensation Plan Final Pension Payment / Outstanding Loan or Union Annuity Fund Rollover Form - New York City

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