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Can I receive an estimate of the amount I would receive per month if I annuitized my TDA funds?
FAQs: Yes, you can request a TDA estimate and it will be mailed to your address on file, once it has been generated.
If I have more than one TDA beneficiary, which one is considered when calculating my RMD?
FAQ: The only time during your lifetime that an actual beneficiary is used to calculate your RMD is when your spouse is more than ten years younger than you, and is your sole primary TDA beneficiary.
When am I required to begin receiving a minimum distribution on my TDA funds?
FAQ: In general, the IRS requires that TDA distributions begin if you have left service (having elected TDA Deferral status) and have reached or will have reached age 72 by December 31 of a given year.
If I have more than one TDA beneficiary, which one is considered when calculating my RMD?
FAQ: The only time during your lifetime that an actual beneficiary is used to calculate your RMD is when your spouse is more than ten years younger than you, and is your sole primary TDA beneficiary.
When am I required to begin receiving a minimum distribution on my TDA funds?
FAQ: In general, the IRS requires that TDA distributions begin if you have left service (having elected TDA Deferral status) and have reached or will have reached age 72 by December 31 of a given year.
The TDA Program
The TRS Homepage enables you to login or register for access to My Home, the secure section of TRS's website. You can also enroll in TRS, find the latest unit values, and read important news.
Can I stop investment election changes already in progress?
FAQ: 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;
W14) Can I repay an external CARES Act withdrawal into my TDA account?
W14) Can I repay an external CARES Act withdrawal into my TDA account?
If I receive a distribution from my IRA...?
FAQ: No. Only a payment from another Section 403(b) Program can take the place of receiving a distribution from TRS' TDA Program in order to meet RMD requirements.
Do I have to take a loan before I can apply for a hardship withdrawal of my TDA funds?
FAQs: No, based on an Internal Revenue Service change effective after 2019.