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.

If you are requesting a reissue of a check representing a lump-sum death benefit from TRS, you can your last name and password to log in to the Claimant Portal on TRS’ website and request a reissued check. You can make this online request no later than April of the calendar year following the disbursement of your benefit payment. (If you never logged on and your claim code has expired, you may be able to request a new claim code by calling TRS.)

If you do not have access to the secure section of our website, you will need to file an Affidavit for Check Reissue Request (code BK2).

If you are unsure if you have outstanding funds due you, you may access the Unclaimed Funds feature in the Resources section. This lists checks issued by TRS that have not yet been cashed after at least 90 days.

If your missing check was cashed, TRS will mail a copy of the cancelled check to you. If you still suspect that a check was stolen, you can file an Affidavit for Forged Check (code BK1).

To meet the IRS distribution requirements for a given year, you may choose one of the options below. These options are also described in your notification letter from TRS.

•  You can elect to receive payment of your full RMD amount from TRS on a date that you choose. Make this election in the secure section of the TRS website or by filing the paper RMD Election Form (code TD39). Note: Any withdrawals you receive during the year will not affect the amount of your RMD payment if you choose this option.
•  You can receive payment from another Section 403(b) account not administered by TRS. Make this election in the secure section of the TRS website or by filing the paper RMD Election Form (code TD39). You would be responsible for initiating this distribution from your other 403(b) account.
•  If you take no action, TRS will issue a payment to you that meets the distribution requirement, normally on the last business day of October. Please note that, if you receive direct withdrawals from your TDA account during the year, those withdrawals will count toward your RMD, reducing the amount of the payment TRS issues.

To meet the IRS distribution requirements for a given year, you may choose one of the options below. These options are also described in your notification letter from TRS.

• You can elect to receive payment of your full RMD amount from TRS on a date that you choose. Make this election in the secure section of the TRS website or by filing the paper RMD Election Form (code TD39). Note: Any withdrawals you receive during the year will not affect the amount of your RMD payment if you choose this option.
• You can receive payment from another Section 403(b) account not administered by TRS.  Make this election in the secure section of the TRS website or by filing the paper RMD Election Form (code TD39). You would be responsible for initiating this distribution from your other 403(b) account.
• If you take no action, TRS will issue a payment to you that meets the distribution requirement, normally on the last business day of October. Please note that, if you receive direct withdrawals from your TDA account during the year, those withdrawals will count toward your RMD, reducing the amount of the payment TRS issues.

To clear your cache, please follow the instructions provided by your respective browser:
 

For Microsoft Edge:

1. Open Microsoft Edge.
2. Click on the three horizontal dots in the top-right corner to open the Edge menu.
3. From the menu, select "Settings."
4. In the Settings menu, scroll down and click on "Privacy, search, and services" in the left sidebar.
5. Under the "Clear browsing data" section, click on the "Choose what to clear" button.
6. Ensure that the "Cached images and files" checkbox is selected. You can also select other items you want to clear, such as cookies or browsing history.
7. Click on the "Clear" button to clear the cache.
8. Once the process is complete, you can close the Settings tab.

 

For Internet Explorer:

1. Open Internet Explorer.
2. Click on the gear icon in the top-right corner of the browser window. This will open the Tools menu.
3. From the Tools menu, select "Internet options."
4. In the Internet Options window, go to the "General" tab.
5. Under the "Browsing history" section, click on the "Delete" button.
6. This will open the Delete Browsing History window. Ensure that the "Temporary Internet files and website files" checkbox is selected.
7. You can also choose to select other items you want to delete, such as cookies or browsing history.
8. Click on the "Delete" button to clear the cache.
9. Once the process is complete, click on the "OK" button to close the Internet Options window.

 

For Google Chrome users:

1. Open Chrome and click on the three vertical dots in the top-right corner.
2. Go to "More Tools" and then select "Clear browsing data."
3. In the pop-up window, select the time range for which you want to clear the cache (e.g., "Last hour," "Last 24 hours," "All time").
4. Make sure the checkbox for "Cached images and files" is selected.
5. Click on the "Clear data" button. 

 

For Mozilla Firefox users:

1. Open Firefox and click on the three horizontal lines in the top-right corner.
2. Go to "Options" and then select "Privacy & Security" from the left sidebar.
3. Scroll down to the "Cookies and Site Data" section and click on the "Clear Data" button.
4. In the pop-up window, make sure the checkbox for "Cached Web Content" is selected.
5. Click on the "Clear" button.

 

For Safari users:

1. Open Safari and click on "Safari" in the top-left menu.
2. Select "Preferences" and go to the "Privacy" tab.
3. Click on the "Manage Website Data" button.
4. In the new window, click on "Remove All" to clear all cached data.
5. Click on "Done" to close the window.

 
By following these instructions, you will ensure that your browser's cache is cleared, allowing you to download the PDFs from our website without any technical hindrances.

We appreciate your cooperation in this matter and apologize for any inconvenience caused. Should you have any questions or require further assistance, please do not hesitate to contact our support team, who will be happy to assist you.

Thank you for your attention and continued membership with the Teachers Retirement System of New York.

In the upper right-hand corner of the screen, click "Login/Register." Begin by clicking the "Register Now" button. You will be required to enter your TRS membership number, Social Security number, date of birth, and last name. Once you have entered your personal information click the "Next" button. You will be required to select a username and password. Once you have created both, click "Next." You are required to enter a valid email address and phone number. You may choose to provide more than one. You must also agree to TRS’ Privacy Statement located at the bottom of the page. After this is complete, click "Finish." A green confirmation will appear and prompt you to verify your email account. Check your email account for the verification email. Click the link in the verification email to finish the registration process. You will then receive confirmation of your registration on the TRS website and an additional confirmation will be sent to the verified email provided. We recommend that you use a personal email address, not one associated with your employer.

If you are a TRS member wishing to execute a PoA granting another person(s) the authority to make decisions regarding your current and future TRS retirement benefits, you may either:

Complete and submit a TRS Special Durable Power of Attorney (code BK75), which is available on our website or from our Member Services Center at 1 (888) 8-NYC-TRS. This non-statutory form is for use by TRS members and is specifically limited to TRS retirement benefit transactions and does not authorize an agent to act in a transaction that is not related to TRS. Please note that TRS makes this form available merely as a convenience and assumes no responsibility with regard to your use of it.

OR

Complete and submit a statutory short form PoA executed in accordance with the New York General Obligations Law or other state’s applicable law.

Your Cost Letter and accompanying election form will indicate the payment options available to you. In general, if you are currently in active service receiving regular salary payments, you can make your payment or purchase through payroll deductions. Alternatively, you can make an online payment in the secure section of our website at www.trsnyc.org.

For optional service credit purchases, you may be offered additional payment options, such as a transfer of funds from an external NYS- or NYC-sponsored 403(b) or 457 plan, or from your TRS Tax-Deferred Annuity Program (TDA) account.

In general, your deductions would take effect with the first payroll that occurs at least 60 days after TRS receives your elections through the TDA feature in the secure section of our website, or paper form: the TDA Enrollment Form (code TD1) for new participants, and the TDA Contribution Rate Change Form (code TD4) for current TDA participants.

TDA participants may also change their contribution rates through the online TDA feature or by filing a paper TDA Contribution Rate Change Form. Any contribution rate change you make would take effect with the first payroll that occurs at least 60 days after TRS receives your form or online request. However, if you change your contribution rate during the fall enrollment period, your election would generally take effect with the first payroll of the following year.

If you are a TRS member wishing to execute a PoA granting another person(s) the authority to make decisions regarding your current and future TRS retirement benefits, you may either:

Complete and submit a TRS Special Durable Power of Attorney (code BK75), which is available on our website or from our Member Services Center at 1 (888) 8-NYC-TRS. This non-statutory form is for use by TRS members and is specifically limited to TRS retirement benefit transactions and does not authorize an agent to act in a transaction that is not related to TRS. Please note that TRS makes this form available merely as a convenience and assumes no responsibility with regard to your use of it.

OR

Complete and submit a statutory short form PoA executed in accordance with the New York General Obligations Law or other state’s applicable law.