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What Information Is Needed When Preparing TRS Model Domestic Relations Order (DRO)?

 

When preparing the model order to divide TRS retirement plan benefits, you do not need any retirement estimates or account information to complete the order.

If you wish to have TRS estimate the dollar amounts that will ultimately be used in the calculations in the order when benefits are to be divided, TRS will not use projected or assumed salaries and service credit.

The estimates that TRS could provide for the numerator, denominator, and benefit payable would be based only on service credit and salaries as of the date you request the estimates.

If you wish to project benefits using assumptions of additional service credit and future salary increases, you may do so using the basic normal age standard annuity formula.

Also, any retirement estimates provided by TRS are subject to change at time of retirement, when TRS verifies and adjusts as necessary the service credit and reported salaries.