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FAQs: If you use the TRS form, and your agent is your spouse, domestic partner, parent or child, then your agent will automatically have “gifting authority,” including the authority to designate himself/herself as your beneficiary.
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FAQs: All PoAs executed on or after June 13, 2021, must be signed by 2 disinterested witnesses (witnesses who are not listed as agents, successor agents or named in the PoA as persons who can receive gifts).
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FAQs: If you are a TRS member wishing to execute a PoA granting another person(s) the authority to make decisions regarding your current and future TRS retirement benefits, you may either:
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FAQs: If TRS has a copy of your PoA on file, you may submit a written request to TRS for a copy of the retiree's 1099 form.
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FAQS: If you disagree with the information in your ABS, you may access the ABS Inquiry feature in the secure section of our website.
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FAQs: You can view your recent Annual Benefits Statements and Quarterly Account Statements in the secure section of our website.
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FAQs: Yes. You may do so by accessing the Beneficiaries feature in the secure section of our website or writing to TRS to request a correction.
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FAQs: Members who receive their paychecks through direct deposit or monthly retirement allowance payments electronically may elect to have their loan forwarded via Electronic Fund Transfer (EFT) to the account where these payments are deposited.
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FAQs: No. TRS does not have a lien on the items you may purchase with loan proceeds.
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FAQs: If your new job title is a TRS-eligible position, your TRS membership rights would generally not be affected.
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