In order to file your taxes correctly, you will need to use the correct form. One of the most commonly used tax forms is Form 30 2. This form is used to report income and pay self-employment tax. In this blog post, we will explain how to complete Form 30 2, and provide some tips on how to file your taxes accurately. If you have any questions, please contact our team for assistance. Thank you for choosing our blog as your source of tax information.
| Question | Answer |
|---|---|
| Form Name | Form Ref 30 2 |
| Form Length | 1 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 15 sec |
| Other names | ref302 nystrs taxable amount request for direct rollover form |
NEW YORK STATE TEACHERS’ RETIREMENT SYSTEM
10 Corporate Woods Drive, Albany, New York
TAXABLE AMOUNT (ONLY)
REQUEST FOR DIRECT ROLLOVER
OFFICE SERVICES ONLY
Instructions for the applicant: Complete Section 1 and then forward the form to the financial institution that will be receiving the direct rollover. If your financial institution requires you to complete additional forms, they SHOULD NOT be forwarded to the Retirement System.
SECTION 1 (PLEASE PRINT)
Name
Social Security Number
Mailing Address
NYSTRS EmplID
City/State |
Zip |
Phone Number
Applicant’s Signature
Date
TO BE COMPLETED BY FINANCIAL REPRESENTATIVE: Complete all information in Section 2 and then forward to the Retirement System within 30 days at the above address. Any additional forms you require from the client should not be forwarded to the Retirement System.
This System is a qualified plan under Section 401(a) of the Internal Revenue code.
SECTION 2 (PLEASE PRINT)
CLIENT ACCOUNT NUMBER (If Available) |
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2 A) |
Mail Check To: |
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Account # ____________________________________________ |
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THE MONIES WILL BE DEPOSITED TO THE ELIGIBLE PLAN INDICATED: |
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Name |
___________________________________________________ |
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(CHECK ONE) |
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Street |
___________________________________________________ |
r Individual Retirement Account 408(a) or |
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___________________________________________________________ |
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Individual Retirement Account 408(b) |
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r Qualified Annuity Plan 403(a) |
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City: |
___________________________________________________ |
r Qualified Annuity Plan 403(b) |
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State: |
__________________________ Zip ___________________ |
r Qualified Defined Benefit or Contribution Plan |
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401(a) or 401(k) |
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2 B) Make Check Payable To: |
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r Governmental Deferred Compensation Plan 457 |
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_____________________________________________________ |
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r Individual Retirement Account Roth |
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(Please indicate Tax Withholding Rate below) |
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r Tax Withholding 0% |
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r Tax Withholding 20% |
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Person Authorized to Sign, Financial Institution (please print) |
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Phone Number |
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Authorized Signature, Financial Institution |
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Date |
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NOTE: If the member is retiring, we will not process the refund and related rollover until the date of retirement has passed.