In-service TDA participants, members with TDA Deferral status, and TDA annuitants may change their TDA investment elections four times a year. Investment election changes take place on the following conversion dates: January 1, April 1, July 1, and October 1.
In-service TDA participants may change their investment elections for their future TDA contributions and/or past TDA accumulations by logging in to the secure section of our website at any time; their elections would take effect on the next conversion date that occurs at least 30 days after TRS receives their form or online request.
Members with TDA Deferral status may change their investment elections for their TDA accumulations by logging in to the secure section of our website at any time; their elections would take effect on the next conversion date that occurs at least 30 days after TRS receives their form or online request.
TDA annuitants may change their investment elections for their TDA accumulations by filing a paper TDA Annuitant's Investment Election Change Form (code RP9) at any time; their elections would take effect on the next conversion date that occurs at least 60 days after TRS receives their form.