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Results for "withdrawal forms"
What is a Qualified Roth withdrawal and how is it taxed? FAQ
2/25/2026 12:32:52 PMA Qualified withdrawal is a tax-free distribution that is not subject to taxes or penalties. The IRS requires both of the following conditions to be met in order for a withdrawal to be designated as Qualified:
- Your Roth account must be open for at least five years. This begins on January 1st of the tax year in which you made your first Roth contribution.
- You must be at least 59½ at the time of distribution.
When does TRS mail out 1099 forms? FAQ
3/19/2025 10:19:30 AM1099 forms for a given year are generally issued by the following January 31.
When does TRS mail out 1099 forms? FAQ
3/19/2025 10:19:37 AM1099 forms for a given year are generally issued by the following January 31.
May I use a direct withdrawal to pay off a TDA loan? FAQ
3/19/2025 10:18:57 AMYes. You may use the withdrawn money at your discretion.
May I use a direct withdrawal to pay off a TDA loan? FAQ
3/19/2025 10:19:48 AMMay I use a direct withdrawal to pay off a TDA loan? FAQ
3/19/2025 10:20:01 AMYes. You may use the withdrawn money at your discretion.
What unit value will be used to calculate a TDA Program withdrawal that I take as a retiree? FAQ
3/19/2025 10:20:02 AMThe monthly unit values used to value (in dollars) any investments in the variable-return Passport Funds would be the unit values in effect for the month after TRS’ receipt of your withdrawal request.
What unit value will be used to calculate a TDA Program withdrawal that I take as a retiree? FAQ
3/19/2025 10:20:04 AMThe monthly unit values used to value (in dollars) any investments in the variable-return Passport Funds would be the unit values in effect for the month after TRS’ receipt of your withdrawal request.
How can I apply for a TDA or Roth Hardship withdrawal? FAQ
9/10/2025 1:07:34 PMTDA and Roth hardship withdrawals can be done online in the secure section of the TRS website. After logging into the secure section, navigate to your TDA or Roth landing page.
How often can I request a hardship withdrawal? FAQ
9/10/2025 1:49:16 PMYou can request a hardship as often as the need arises providing you have new documents to substantiate the need.