To apply for any withdrawal or rollover of TDA funds, members should log in to the secure section of the TRS website. For most withdrawals, you can use the Menu to navigate to the TDA section to start your application. For partial withdrawals, (i.e., withdrawals where you are not closing your TDA account), please note that Rollovers (paid to a successor account) and Direct Payments (paid to you) must now be requested in separate transactions.
One exception is a total withdrawal where you want to roll over any portion of the withdrawal. In this case, you must file e-forms. Log in and use the Menu to navigate to the Electronic Forms section and find the
TDA Total Withdrawal Application (code TD32) and TDA Total Withdrawal Direct Rollover Election Form (code TD22) e-forms.