Yes. A TRS Special Durable Power of Attorney (code BK75) is available on our website and it can be used by members, retirees, and beneficiaries. The TRS PoA will also be honored by the other New York State and New York City retirement systems listed on the form.

The most convenient way is to schedule a virtual appointment with a representative through our website. You can pick a 30-minute appointment time that works for you, and you won’t need to travel to TRS or wait in a call queue to speak to someone.

Yes. For increased account security, you will need to enter an OTP for every new session in the secure section of TRS’ website.

TDA 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.

When you use the Beneficiaries feature in the secure section of our website you may name your estate or a trust as a beneficiary. If you designate a trust, you will also need to provide TRS with a completed Verification of Trust Instrument Legality form (code EN4), which is available on request or after logging in to the secure section of our website; you can upload the completed form while you are logged in, or you may mail it to TRS. You may also be asked to provide TRS with a copy of the trust document or other information TRS considers necessary to administer payments to a trust beneficiary.

TRS may not have made a taxable or tax-deferred distribution to you or on your behalf during the year. However, if you received a distribution, or if TRS processed a direct rollover of your QPP and/or TDA funds during the year, you should have received a 1099 form. If you changed your address without notifying TRS, the 1099 form would have been sent to your previous address.

You may update your permanent address with TRS by logging in to the secure section of our website.

Members and beneficiaries who received a lump-sum distribution from TRS in the past five years may view or request a duplicate of the associated 1099 form online by logging in to the secure section of our website.

TRS may not have made a taxable or tax-deferred distribution to you or on your behalf during the year. However, if you received a distribution, or if TRS processed a direct rollover of your QPP and/or TDA funds during the year, you should have received a 1099 form. If you changed your address without notifying TRS, the 1099 form would have been sent to your previous address.

You may update your permanent address with TRS by logging in to the secure section of our website.

Members and beneficiaries who received a lump-sum distribution from TRS in the past five years may view or request a duplicate of the associated 1099 form online by logging in to the secure section of our website.

When you use the Beneficiaries feature in the secure section of our website, you may name your estate or a trust as a beneficiary. If you designate a trust, you will also need to provide TRS with a completed Verification of Trust Instrument Legality form (code EN4), which is available on request or after logging in to the secure section of our website; you can upload the completed form while you are logged in, or you may mail it to TRS. You may also be asked to provide TRS with a copy of the trust document or other information TRS considers necessary to administer payments to a trust beneficiary.

If your account number changes (within your financial institution), no action is needed. Your financial institution will inform TRS.

If you are changing your account within your financial institutions or changing your financial institution, you can update your account information by accessing the secure section of our website and going to Payments. For monthly benefit payments, EFT changes may require 30-60 days to take effect, so you must update your information well in advance to avoid interruption in payments.

It is important that you notify TRS whenever your address changes. Members should update their address information in the secure section of our website. Beneficiaries should file a Beneficiary’s Change of Address Form (code DM14).

When you use the Beneficiaries feature in the secure section of our website you may name your estate or a trust as a beneficiary. If you designate a trust, you will also need to provide TRS with a completed Verification of Trust Instrument Legality form (code EN4), which is available on request or after logging in to the secure section of our website; you can upload the completed form while you are logged in, or you may mail it to TRS. You may also be asked to provide TRS with a copy of the trust document or other information TRS considers necessary to administer payments to a trust beneficiary.