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What are the eligibility requirements for an Ordinary Disability Retirement?
FAQs: You may be eligible for an Ordinary Disability Retirement if you are an in-service member or you are on an official leave of absence, and you become physically or mentally incapable of performing your work duties.
What are the eligibility requirements for a lump-sum disability benefit?
FAQs: You may be eligible for a lump-sum disability benefit if you are an in-service member or you are on an official leave of absence, and you have been diagnosed with a terminal illness and have a life expectancy of no more than 12 months.
What is the difference between an IRA and a Section 403(b) Program like TRS' TDA Program?
FAQs: There are several key differences.
How can I change the way my TDA contributions are invested?
FAQs: In-service TDA participants, members with TDA Deferral status, and TDA annuitants may change their TDA investment elections four times a year.
Why didn't my TDA investment election changes take effect in my account?
FAQs: In general, TDA investment election changes made by in-service TDA participants and members with TDA Deferral status take effect on the next conversion date that occurs at least 30 days after TRS receives their form or online request.
Can I stop investment election changes already in progress?
FAQs: In-service Tier I and II members under the QPP, all in-service TDA participants, and members with TDA Deferral status may file a new investment election change form or online equivalent; in this case, any 6-, 9-, or 12-month conversions in progress but not yet completed ...
Why was I issued a 1099-R even though I rolled over my funds?
FAQs: TRS must issue a 1099-R form even if a distribution was rolled over.
Of the sum represented on the 1099-R form, which portion is tax-free and which portion is taxable?
FAQs: The tax-free amount is listed in box #5; the taxable amount is listed in box #2a.
On what day will funds be deposited in my account under EFT?
FAQs: Under the EFT system, funds are deposited in your account on the day the payment is issued.