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Alternate Payee's TDA Direct Rollover Form (code LE25)
form
TDA Loan Repayment Request Form (code LO11t)
form
qasInfoSheet
Guide
What are the eligibility requirements for taking a TDA loan?
FAQs: You may be eligible for a TDA loan under the following conditions:
Can a beneficiary roll over a death benefit to another account?
FAQ: Spouses of deceased members are permitted to roll over the taxable portion of a QPP and/or TDA Program death benefit to an eligible IRA or other successor program.
How are Rollovers different from Direct Payment Withdrawals?
FAQs: If you make a Direct Withdrawal, TRS sends the withdrawn amount directly to you.
Electronic Forms
If you are logged in, you can use the "e-form" link to electronically complete and submit the forms below. You can also click on the "PDF" link to download the blank form.
Annual Comprehensive Financial Report 2023
Annual Comprehensive Financial Report