Forms Beneficiaries

You can designate beneficiaries when you log in with your claim code to file a death benefit claim online.

Please log in with your claim code to file a death benefit claim online.

Beneficiary's Change of Address Form (code DM14)	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

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

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

QPP Direct Rollover Application for Lump-Sum QPP Death Benefit to an Inherited IRA (code DB32b)	PDF
TDA Direct Rollover Application for Lump-Sum TDA Death Benefit to an Inherited IRA (code DB34c)	PDF
1099-R/1099-INT Inquiry Form (code GA5)	PDF
TDA Withdrawal Application for Beneficiaries (code TD32b)	PDF