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Beneficiaries

Beneficiary Designations

Beneficiary's Designation of Beneficiary Form (For Fractional Installment of Continuing Allowance) (code DB16)
Beneficiary's Additional Beneficiary Form (code DB29)

Claims/Information

Death benefit claim forms are currently unavailable; see news bulletin. Please contact TRS to report the death of a member.

Confirmation of Member's Death Form (code DB2b)
Beneficiary's Change of Address Form (code DM14)
Filing Intent Form (code DM30)
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

1099-R/1099-INT Inquiry Form (code GA5)
TDA Withdrawal Application (code TD32)
TDA Withdrawal Application for Beneficiaries (code TD32b)

More Top Forms

Beneficiary's Designation of Beneficiary Form (code DB16) (For Fractional Installment of Continuing Allowance) PDF
Beneficiary's Additional Beneficiary Form (code DB29) PDF