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Beneficiaries

Beneficiary Designations

You can designate beneficiaries when you log in with your claim code to file a death benefit claim online.

Claims/Information

Please log in with your claim code to file a death benefit claim online.

Beneficiary's Change of Address Form (code DM14)
Request for Withdrawal of Form/Application/Online Filing (code MI5)
Beneficiary's Consent Form for Changes under Section 13-565(c) (code SD27)

Investments

TDA Investment Election Change Form (for Beneficiaries) (code TD81)

Legal

Affidavit of Durable Power of Attorney (code BK70)
TRS Special Durable Power of Attorney (code BK75)

Withdrawals/Distributions

QPP Direct Rollover Application for Lump-Sum QPP Death Benefit to an Inherited IRA (code DB32b)
TDA Direct Rollover Application for Lump-Sum TDA Death Benefit to an Inherited IRA (code DB34c)
1099-R/1099-INT Inquiry Form (code GA5)
TDA Withdrawal Application for Beneficiaries (code TD32b)

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