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TRS Forms

Certain TRS forms on this website have multiple pages and must be printed on separate pages. Sometimes during processing at TRS, the "front" and "back" pages of these forms may become separated. Please write your name and member ID number (Social Security number) at the top of the "back" page of these forms to ensure proper identification and processing of the form.

When printing TRS forms, certain printers may be unable to print information contained near the margins of the form. Before filling out and mailing in a form printed from this website, please double-check the printed form against the on-line version to ensure that no information has been omitted. If your printer is unable to print the entire form, please contact TRS at 1-800-223-8778 to request that a form be mailed to you.

Where noted, TRS forms are available in PDF fillable format. This means you can fill the information on the form using your keyboard. The forms may be viewed and printed using Acrobat Reader.

Active Members

These forms are intended for use by TRS active members.

Service Retirement Packet

Instructions for Service Retirement

TRS 6 - Application for Refund ***

TRS 6IN - Application for Refund Instructions

TRS 6PG1 - Special Tax Notice Regarding Rollover Options under TRS

TRS 6 - Application for Refund (en ESPAÑOL) ***

TRS 15 - Designation of Beneficiary Form ***

TRS 18 - Request for Estimate of Retirement Benefits Form***

TRS 18 - Request for Estimate of Retirement Benefits Form (en ESPAÑOL) ***

TRS 22I - Verification of Service and Salary Form ***

TRS 22S - Verification of Substitute Service and Salary Form ***

TRS 22W - Verification of Workers' Compensation Payments Form ***

TRS 28 - Election to Participate in Optional Retirement Program and/or Refund Form ***

TRS 28IN - ORP Election and/or Refund Instructions

TRS 30D - Change of Beneficiary for Continuing Optional Retirement Annuity (Option Three and Four) Form ***

TRS 30P - Partial Lump Sum Option Election

TRS 215 - Notice of Intent to Take Developmental Leave Form **

TRS 224 - Verification of Out-of-State Service Form ***

TRS 278 - Direct Deposit Request Form ***

TRS 358 - Change of Address Notification Form **

TRS 515 - Automatic Payment Authorization Form **

TRS 528 ERS Service Credit Transfer Request Form

TRS 582 - Certificate of Work Experience by Career or Technology Teacher Form **

TRS 587 - Certification of Unused State Sick and/or Personal Leave Form **

TRS 611 - Information on Rollover or Transfer of Funds to TRS Form

TRS 628 - Authorization for Release of Protected Health Information Form *

TRS 629 - Verification of Social Security Number for Qualification of a Domestic Relations Order (QDRO) Form

TRS 629I - Omitting Social Security Numbers from Domestic Relations Orders (Instructions)

TRS 677 - Instruction Sheet for Designation of Beneficiary

Retirees & Beneficiaries

These forms are intended for use by TRS retirees and beneficiaries.

IRS Form W4-P - Withholding Certificate for Periodic Pension or Annuity Payments

TRS 15 - Designation of Beneficiary Form ***

TRS 30D - Change of Beneficiary for Continuing Optional Retirement Annuity (Option Three and Four) Form ***

TRS 118D - Employment After Retirement Disability Election Form **

TRS 278 - Direct Deposit Request Form ***

TRS 358 - Change of Address Notification Form **

TRS 628 - Authorization for Release of Protected Health Information Form *

TRS 629 - Verification of Social Security Number for Qualification of a Domestic Relations Order (QDRO) Form

TRS 629I - Omitting Social Security Numbers from Domestic Relations Orders (Instructions)

TRS 637 - Report of Disability Retiree Certifying that Compensation has Ceased or Decreased Form

TRS 677 - Instruction Sheet for Designation of Beneficiary

Reporting Employers

These forms are intended for use by Reporting Employer Staff.

TRS 118D - Employment After Retirement Disability Election Form **

TRS 597A - Web Administrator Designation **

TRS 734 - Waiver for Unreported Service in the Immediately Preceding School Year Form

TEXNET Payor Information Form

* Denotes multi-page form

** Denotes fillable form

*** Denotes multi-page fillable form