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Beneficiaries

Beneficiary Designations

Beneficiary's Designation of Beneficiary Form (For Fractional Installment of Continuing Allowance) (code DB16)
Beneficiary's Additional Beneficiary Form (code DB29)

Claims/Information

Confirmation of Member's Death Form (code DB2b)
Beneficiary's Election Form for Method of Payment (code DB12)
Claimant's Affidavit for Benefit under Section 1310 (code DB14)
Claimant's Statement (code DB17)
Release of Claim Form Under Section 1310 (code DB28)
Beneficiary's Change of Address Form (code DM14)
Filing Intent Form (code DM30)
Request for Withdrawal of Form/Application/Online Filing (code MI5)
Beneficiary's Consent Form for Changes under Section 13-565(c) (code SD27)

Investments

TDA Investment Election Change Form (for Beneficiaries) (code TD81)

Legal

Affidavit of Durable Power of Attorney (code BK70)
TRS Special Durable Power of Attorney (code BK75)

Withdrawals/Distributions

Beneficiary's Election Form for Method of Payment (code DB12)
QPP Direct Rollover Election Form for Withdrawal/Distribution of Lump-Sum Disability Benefit/Death Benefit (code DB32)
QPP Direct Rollover Application for Lump-Sum QPP Death Benefit to an Inherited IRA (for Spouse Beneficiaries Only) (code DB32b)
QPP Direct Rollover Application for Lump-Sum QPP Death Benefit to an Inherited IRA (for Non-Spouse Beneficiaries Only) (code DB32c)
TDA Direct Rollover Election Form for Lump-Sum TDA Death Benefit (for Spouse Beneficiaries Only) (code DB34a)
TDA Direct Rollover Application for Lump-Sum TDA Death Benefit to an Inherited IRA (for Non-Spouse Beneficiaries Only) (code DB34c)
TDA Direct Rollover Application for Lump-Sum TDA Death Benefit to an Inherited IRA (for Spouse Beneficiaries Only) (code DB34d)
1099-R/1099-INT Inquiry Form (code GA5)
TDA Beneficiary Transfer Application (code TD22b)
TDA Withdrawal Application (code TD32)
TDA Withdrawal Application for Beneficiaries (code TD32b)

More Top Forms

Beneficiary's Designation of Beneficiary Form (code DB16) (For Fractional Installment of Continuing Allowance) PDF
Beneficiary's Additional Beneficiary Form (code DB29) PDF