Documents

If eligible, you can access your available statements and recent letters from TRS. If you received a lump-sum distribution from TRS in the past five years, you can view the associated 1099 forms; if you are a retiree receiving monthly benefits, you can view the 1099 forms, beginning with the 2021 tax year.

The statements, brochures, and letters are in Adobe® Portable Document Format (PDF). You will need the free Adobe Reader® plug-in for your browser to read these documents.

Quarterly Account Statement

Statements for the current year, as well as the seven previous years, are available to members in active service, members who are on a leave of absence for up to seven school years, and retired members (including TDA Deferral). Statements are generally available within one to two months following the end of each quarter of the calendar year.

Note: Retired members can view QPP statements that fall within the timeframe indicated above.

Annual Benefits Statement

If you are in active service or on a leave of absence for up to seven school years, you will see a link to view your Annual Benefits Statement (ABS). The ABS is generally available each fall and summarizes your Total Service Credit, lists your designated beneficiaries, and provides benefit estimates and benefit projections to certain retirement-eligible members.

ABS Inquiry

If available, this link will take you to a page where you can submit questions concerning your most recent Annual Benefits Statement (ABS). The ABS is issued each fall to members in active service (or on a leave of absence for up to seven school years) and reports account and benefit information as of June 30. Please note that, if you currently have an outstanding ABS Inquiry on file at TRS, you may not submit another inquiry at this time. Please do not use this feature for inquiries not related to your ABS; instead, you may contact our Member Services Center at 1 (888) 8-NYC-TRS (869-2877).

1099 Forms

This feature is available to TRS members and beneficiaries who received a lump-sum distribution from TRS in the past five years. Retirees can view the 1099 forms for their monthly benefits, beginning with the 2021 tax year. TRS issues 1099 forms each January to individuals who received distributions from TRS in the previous year. For help in understanding 1099 forms, please consult TRS’ 1099 Forms brochure.

Correspondence

This feature allows members to view recent communications from TRS.