Retired Members

    • Beneficiary Designations
      Confirmation of Beneficiary's Death Form (code DB3b)  
      Option IV-b Election Termination Form (code DB13)  
      Verification of Trust Instrument Legality (code EN4)  
      Designation of TDA Beneficiary Form (code EN8)
      Additional TDA Beneficiary Form (code EN9)
      QPP Change of Beneficiary Form Under Option IV-d or IV-e (Tiers I/II) or Option 3 or 4 (Tiers III/IV/VI) (code EN18)  
      QPP Change of Beneficiary Form Under Option I (Modified or Unmodified) or IV-b (code EN19)  
      TDA Change of Beneficiary Form Under Option I or IV-b (code EN20)  
      TDA Change of Beneficiary Form Under Option IV-d or IV-e (code EN21)  
      Retired / Retiring Member's Additional QPP Beneficiary Form (code EN22)  
      Retired / Retiring Member's Additional TDA Beneficiary Form (code EN23)  
      Designation of QPP Fractional Beneficiary Form (code EN24)  
      Designation of TDA Fractional Beneficiary Form (code EN25)  
      Change of Beneficiary Form for the Post-Retirement Death Benefit under Death Benefit #2 (code EN34)  
      Change Form for Post-Retirement Payment Option under Section 13-565(c) (code SD26)  
    • Employment
      Application for Restoration from Service Retirement (code GA1)  
      Certification of Employment Under Section 212 (code RP76)  
      Report of Income Earned Before Retirement (code RP86)  
      Retirement Allowance Suspension/Resumption Form (code RP88)  
      Overpayment of Post-Retirement Earnings Form (code RP92)  
    • Investments
      Retiree's QPP Investment Election Change Form (Tiers I/II Only) (code RP8)  
      TDA Annuitant's Investment Election Change Form (code RP9)  
      TDA Investment Election Change Form (code TD45)
    • Legal
      Affidavit of Power of Attorney (code BK70)  
      TRS Special Durable Power of Attorney (code BK75)  
    • Loans
      TDA Loan Repayment Request Form (code LO11t) PDF
      TDA Loan Application (code LO15) PDF
      Request to Change TDA Loan Repayment Method (code LO105)  
    • Payments
      Affidavit for Forged Check (code BK1)  
      Affidavit for Missing Check (and Authorization to Stop Payment) (code BK2)  
      Affidavit for Check Lost After Receipt (and Authorization to Stop Payment) (code BK3)  
      Check Reissue Request Form (code BK6)  
      EFT/Direct Deposit Cancellation Request Form (code BK19)  
      EFT Authorization Form (code BK58)  
      Retirement Allowance Suspension/Resumption Form (code RP88)  
      Overpayment of Post-Retirement Earnings Form (code RP92)  
      QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)  
      TDA Annuitization Election Form (code TD6)  
    • Statements/Information
      Account Information Access Form (code DM11)  
      Member's Change of Address Form (code DM13) PDF
      Filing Intent Form (code DM30)  
      1099-R / 1099-INT Inquiry Form (code GA5)  
      Request for Withdrawal of Form/Application/Online Filing (code MI5)  
      Benefits Letter Inquiry Form (code RC1)  
      Retiree's Change of Name Form (code RP1)  
    • Withdrawals/Distributions
      TDA Direct Transfer Application (code TD15) - Suspended  
      TDA Direct Rollover Election Form (code TD22)  
      TDA Withdrawal Application (code TD32)

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