If you use the TRS form, and your agent is your spouse, domestic partner, parent or child, then your agent will automatically have “gifting authority,” including the authority to designate himself/herself as your beneficiary.

If your agent is not your spouse, domestic partner, parent or child, they will only have limited “gifting authority.” For this agent to have the authority to designate himself/herself as your beneficiary, you must grant such authority by initialing one of the statements in the “Modifications” section of the TRS form (page 4, section g).