Form preview

Get the free Request for a Lump-Sum Payoff Balance for the

Get Form
NYC ERS USE ONLYF240×240×Mail completed form to: 3030 47th Avenue, 10th Fl Long Island City, NY 11101Request for a LumpSum Payoff Balance for the Purchase of Remember and/or Military Service This
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign request for a lump-sum

Edit
Edit your request for a lump-sum form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your request for a lump-sum form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing request for a lump-sum online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Sign into your account. If you don't have a profile yet, click Start Free Trial and sign up for one.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit request for a lump-sum. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
Dealing with documents is simple using pdfFiller.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out request for a lump-sum

Illustration

How to fill out request for a lump-sum

01
Start by obtaining the necessary forms to request a lump-sum payment. These forms can typically be found on the official website of the organization or institution from which you are requesting the payment.
02
Read the instructions carefully to understand the requirements and documents needed to support your request.
03
Fill out the personal information section accurately, providing your full name, contact information, and any other details requested.
04
Specify the purpose of the lump-sum payment request. Explain why you need the funds and provide any relevant supporting information or documentation.
05
Provide details about the amount you are requesting and how you would like to receive the payment (e.g., via check, direct deposit, etc.).
06
Complete any additional sections or forms required based on the specific guidelines provided.
07
Review the completed request form thoroughly to ensure all information is accurate and complete.
08
Attach any necessary supporting documents, such as identification proof, financial statements, or official letters.
09
Submit the request form and supporting documents through the designated submission method. This may involve mailing it, emailing it, or submitting it in person.
10
Retain a copy of the completed request form and any supporting documents for your records.
11
Follow up with the organization or institution to track the progress of your request and address any additional requirements if necessary.

Who needs request for a lump-sum?

01
Individuals who have a specific financial need or circumstance that requires a lump-sum payment may need to submit a request for it.
02
Examples of people who may need a lump-sum payment include:
03
- Individuals facing a sudden medical emergency or significant medical expenses
04
- Students requesting a one-time scholarship or tuition reimbursement
05
- Beneficiaries of a deceased person's estate seeking a distribution of funds
06
- Employees receiving a severance package or retirement lump-sum payment
07
- Individuals involved in a legal settlement or compensation agreement
08
- Small business owners requiring a lump-sum loan or grant for business expansion
09
Overall, anyone who requires a significant amount of money as a one-time payment for a specific purpose may need to fill out a request for a lump-sum.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
20 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

A request for a lump-sum is a formal application made to receive a one-time, full payment instead of smaller periodic payments.
The individual or entity receiving the payments is required to file a request for a lump-sum.
The request for a lump-sum can typically be filled out online or by submitting a specific form provided by the relevant organization or institution.
The purpose of a request for a lump-sum is to provide the recipient with the option to receive the full amount in a single payment.
The request for a lump-sum typically requires information such as personal details, payment details, and reasons for requesting a lump-sum.
When your request for a lump-sum is finished, send it to recipients securely and gather eSignatures with pdfFiller. You may email, text, fax, mail, or notarize a PDF straight from your account. Create an account today to test it.
Yes. With pdfFiller for Chrome, you can eSign documents and utilize the PDF editor all in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a handwritten signature image. You may eSign your request for a lump-sum in seconds.
The pdfFiller apps for iOS and Android smartphones are available in the Apple Store and Google Play Store. You may also get the program at https://edit-pdf-ios-android.pdffiller.com/. Open the web app, sign in, and start editing request for a lump-sum.
Fill out your request for a lump-sum online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.