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In-Service Members

Beneficiary Designations

Please log in to file all beneficiary designations or changes online.

Contributions/Investments

QPP Contributions Change Application (Tiers I/II Only) (code IP1)  
Erroneous QPP Contribution Refund Application (code IP12)  
QPP Investment Election Change Form (Tiers I/II Only) (code MA7)  
Zero Rate Application (Tiers I/II Only) (code RW73)  
Chapter 126 Inquiry Form (code SD95)  
TDA Enrollment Form (code TD1)  
TDA Contribution Rate Change Form (code TD4)  
TDA Investment Election Change Form (code TD45) PDF
Erroneous TDA Contribution Refund Application (code TD60)  

Enrollment

TRS Enrollment Application (code EN10)  
Membership in Other Retirement Systems (code EN10ret) online
TDA Enrollment Form (code TD1)  

Legal

Affidavit of Power of Attorney (code BK70)  
TRS Special Durable Power of Attorney (code BK75)  
Model Domestic Relations Order  
Alternate Payee's TDA Direct Rollover Form (code LE25)  

Loans

Erroneous QPP Loan Payment Refund Application (code IP4)  
Erroneous TDA Loan Payment Refund Application (code IP11)  
QPP Loan Application (code LO6) online
QPP Loan Repayment Request Form (code LO11q) online
TDA Loan Repayment Request Form (code LO11t) online
TDA Loan Application (code LO15) online
QPP Loan Direct Rollover Election Form (code LO57)  
TDA Loan Direct Rollover Election Form (code LO58)  

Membership Status

Transferred Contributor Election Form (code EN17)  
Affidavit for Non-TRS Transferred Contributors (code EN40)  
TRS Membership Transfer Form (code RW39)  
Multiple Employment Membership Status Employment History Data Form (code RW67)  
Payment Plan Change Request Form (for Tiers III, IV, and VI Members) (code SB29)  
Request to Terminate Purchase of Optional Service Credit (for Tiers III, IV, and VI Members) (code SB32)  
Cost Letter Request Form (For Tiers III, IV, and VI Members) (code SB64)  
Total Service Letter Request Form (For Tiers III, IV, and VI Members Only) (code SB66)  
Record of Prior Service (code SB146) — Currently unavailable  
Membership/Tier Reinstatement Request Form (code SD42)  
Military Service Credit Request Form (code SD68)  
Cost Letter Request Form (For Tiers I/II Members) (code SD152)  
Total Service Letter Request Form (Tiers I/II Only) (code SD154)  
TDA Deferral Status Election Form (For Vested Members) (code TD31)  

Retirement

Due to the current pandemic crisis, TRS will be making fillable versions of retirement-related forms available. These e-forms can be completed and submitted online. Visit Electronic Forms for details and currently available forms. We strongly recommend that members file electronically instead of mailing forms to TRS.

Disability retirement applications are available for download below and are also available as fillable forms. If you are interested in applying for disability retirement, please contact TRS' Member Services Center.

Retirement Plan Election Form Under Chapter 628 (code EN44)  
QPP Loan Direct Rollover Election Form (code LO57)  
TDA Loan Direct Rollover Election Form (code LO58)  
Tier I Service Retirement Application (code RE16)  
Tier II Service Retirement Application (code RE17)  
Tier III Service Retirement Application (code RE18)  
Tier IV Service Retirement Application (code RE19)  
Tier VI Service Retirement Application (code RE20)  
TDA Annuitization Option Change Form (code RW87)  
Application for Withdrawal of Additional Member Contributions at Retirement (code RW116)  
DOE Acknowledgement Letter for Retiring UFT Members Only (code T01-DOE)  
DOE Acknowledgement Letter for Retiring CSA Members Only (code V05-DOE)  
TDA Annuitization Election Form (code TD6)  
TDA Deferral Status Election Form (For Retiring Members) (code TD30)  
TDA Deferral Status Election Form (For Vested Members) (code TD31)  
Tier I Ordinary Disability Retirement Application (code OD1)  
Tier II Ordinary Disability Retirement Application (code OD2)  
Tier IV Ordinary Disability Retirement Application (code OD4)  
Tier VI Ordinary Disability Retirement Application (code OD6)  
Tier I Accident Disability Retirement Application (code AD1)  
Tier II Accident Disability Retirement Application (code AD2)  
Tier IV Accident Disability Retirement Application (code AD4)  
Tier VI Accident Disability Retirement Application (code AD6)  
Lump-Sum Disability Benefit Application (code DI17)  

Statements/Information

Account Information Access Form (code DM11)  
Member's Change of Address Form (code DM13) online
Filing Intent Form (code DM30)  
1099-R/1099-INT Inquiry Form (code GA5) online
QAS Inquiry Form (code MA3)  
QAS Reprint Request Form (code MA4)  
Request for Withdrawal of Form/Application/Online Filing (code MI5)  
ABS Inquiry Form for Tiers I/II Members (code SD12-I/II) online
ABS Inquiry Form for Tiers III, IV, and VI Members (code SD12-III/IV/VI) online

Withdrawals/Distributions

Affidavit for Forged Check (code BK1)  
Affidavit for Missing Check (and Authorization to Stop Payment) (code BK2)  
Affidavit for Check Lost After Receipt (and Authorization to Stop Payment) (code BK3)  
Check Reissue Request Form (code BK6)  
QPP Direct Rollover Election Form (code RW29)  
Application for Withdrawal of QPP Accumulations (code RW41)  
Excess Withdrawal Application (Tiers I/II Only) (code RW74)  
Application for Withdrawal of Additional Member Contributions at Retirement (code RW116)  
TDA Direct Transfer Application (code TD15) — Suspended  
 
TDA Direct Rollover Election Form (code TD22)  
TDA Withdrawal Application (code TD32) online
TDA Hardship Withdrawal Application (code TD44) online

More Top Forms

TRS Enrollment Application (online only)

Tier IV Service Retirement Application (code RE19)

Application for Withdrawal of QPP Accumulations (code RW41)

Log in and file the following forms online!

TDA Enrollment Form

TDA Contribution Rate Change Form

TDA Withdrawal Application

TDA Hardship Withdrawal Application

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