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As a beneficiary, may I invest the death benefit I receive in TRS' investment programs?
FAQ: Beneficiaries are not permitted to reinvest Qualified Pension Plan (QPP) death benefit funds with TRS.
What is the difference between a Partial Withdrawal and a Total Withdrawal?
What is the difference between a Partial Withdrawal and a Total Withdrawal?
What are the tax consequences of receiving death benefits?
FAQ: Lump-sum Qualified Pension Plan (QPP) death benefit payments are federally taxed in the year that they are received (except for any portion attributable to after-tax member contributions).
boardMeetingMinutes091825
TDA Annuitization Election Form (code TD6)
form
Application for Withdrawal of Additional Member Contributions at Retirement (code RW116)
form
Excess Withdrawal Application (for Tiers I_II Members Only) (code RW74)
form
boardMeetingMinutes042822
Minutes
EN23_6-22
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