Forms Beneficiaries

Teachers’ Retirement System of the City of New York

Beneficiaries

Beneficiary Designations

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

Claims/Information

Death benefit claim forms are currently unavailable; see news bulletin. Please contact TRS to report the death of a member.

Confirmation of Member's Death Form (code DB2b)	PDF
Beneficiary's Change of Address Form (code DM14)	PDF
Filing Intent Form (code DM30)	PDF
Request for Withdrawal of Form/Application/Online Filing (code MI5)	PDF
Beneficiary's Consent Form for Changes under Section 13-565(c) (code SD27)	PDF

Investments

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

Legal

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

Withdrawals/Distributions

1099-R/1099-INT Inquiry Form (code GA5)	PDF
TDA Withdrawal Application (code TD32)	PDF
TDA Withdrawal Application for Beneficiaries (code TD32b)	PDF

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