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TRS makes every effort to synchronize the two payments. However, since retirement payroll must be coordinated with the New York City Comptroller's Office, there is a chance that the retirement allowance payment will be issued before, or after, the date that TRS issues the excess withdrawal payment. Please note that, if you retired under deferred payability, your excess withdrawal would generally be issued before your first retirement allowance payment.

TRS would issue your distribution of TDA Program funds as follows:

• For partial withdrawals of up to 95% of your TDA or Roth balance drawn only from your balance in the Fixed Return Fund: Generally within 15 days of TRS’ receipt of your withdrawal request.
• For all other withdrawals: Generally within 45 days of TRS’ receipt of your withdrawal request.

Roth withdrawals are considered “qualified” if you are at least 59 ½ at the time of distribution, AND your Roth account has been open for at least five years. The example below shows how to determine this date.

A Non-qualified withdrawal is a distribution that is subject to federal taxes and penalties. It does not meet both conditions of a Qualified withdrawal (see What is a Qualified Roth withdrawal and how is it taxed?). The portion of your withdrawal that represents investment earnings will be subject to taxes (as well as an 10% early distribution penalty if you are not yet 59½).

A Non-qualified withdrawal is a distribution that is subject to federal taxes and penalties. It does not meet both conditions of a Qualified withdrawal (see What is a Qualified Roth withdrawal and how is it taxed?). The portion of your withdrawal that represents investment earnings will be subject to taxes (as well as an 10% early distribution penalty if you are not yet 59½).

EFT is required for loans, withdrawals, and one-time payments such as refunds.

In general, distributions such as loans, withdrawals, and Required Minimum Distributions (RMDs) would be made via EFT to the same account where you receive your retirement allowance payments.

TRS recommends that you set up your EFT account before you want to apply for a loan or withdrawal. It generally takes at least 21 days to establish an EFT account, so payment of a loan or withdrawal may be delayed if an EFT account is not established in advance.

EFT is required for loans, withdrawals, and one-time payments such as refunds.

In general, distributions such as loans, withdrawals, and Required Minimum Distributions (RMDs) would be made via EFT to the same account where you receive your retirement allowance payments.

TRS recommends that you set up your EFT account before you want to apply for a loan or withdrawal. It generally takes at least 21 days to establish an EFT account, so payment of a loan or withdrawal may be delayed if an EFT account is not established in advance.