Using The Online Beneficiary Feature
Our system includes checks and edits to ensure that designations are made correctly and benefits can be processed if they become payable. However, you are responsible for the accuracy of the information you enter (spelling of names, completeness of contact information).
- CHANGING BENEFICIARIES: Until you retire, you can use the ADD and DELETE functions to designate and change beneficiaries as needed. After you retire, there may be some restrictions on changing beneficiaries, depending on elections you made at retirement. But even if you cannot change your beneficiaries, you can continue to update contact information for your beneficiaries at any time.
- COPY BENEFICIARIES: If you participate in TRS’ Tax-Deferred Annuity (TDA) Program, you need to make separate designations for that account. Your TDA beneficiaries can be different from those you have designated under the Qualified Pension Plan. But if you want the beneficiaries under both plans to be exactly the same, you can use the convenient "copy" feature.
- EQUAL SHARES: You do not have to designate a percentage of the benefit for each beneficiary to receive. If you are designating only one beneficiary, or want all beneficiaries to receive an equal share of the benefit, choose Equal instead of entering a percentage. See Help online for details.
- CONFIRMATION: After you complete a beneficiary designation online, TRS will send you a complete list of your updated designations. Please notify TRS of any issues, or fix them online.