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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.

In most cases, the unit values used would be the unit values in effect for the month after TRS' receipt of your TDA Total Withdrawal Application (and Request to Close TDA Account) (code TD32) or online equivalent.

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.

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).

Total Withdrawals are for members who want to withdraw their entire TDA or Roth balance and close the account, normally after retiring or separating from service. A partial withdrawal would not close the account; it will remain open, even if the entire balance is withdrawn. When you apply for a withdrawal, please note that there are different options online for a partial withdrawal and a total withdrawal.