Refund Certifications
A refund certification will only be sent to an RE if the member requested to refund their Teacher Retirement System of Texas (TRS) account and has active employment in the TRS system. It’s important to complete the refund certifications accurately to avoid future reporting issues.
According to TRS Laws and Rules, an individual may only request a refund of their TRS contributions if they:
- Have terminated all employment with all TRS-covered employers.
- Are not expected to resume employment.
- Have not applied for work with another TRS-covered employer or are working in a substitute capacity.
For help completing the certification, refer to the RE Portal Certification User Guide, which includes detailed instructions for each field.
If you receive errors when you are completing a refund certification, please contact your RE coach for guidance.
If an employee has terminated all employment with your RE and is not expected to return, submit the refund certification using the termination date and their final report month. In this case, the refund certification replaces the ED90.
If the employee worked in a TRS-eligible position at any time, the RE must complete the Final Report Month field with the month and year (MM/YYYY) of the employee’s final paycheck that included TRS-eligible compensation and contributions.
If the employee is still working but only in a substitute role, please review the RE Portal Certification User Guide for instructions on completing the Refund Certification.
If the employee is still actively working or expected to continue working, a Refund Certification is still required. In this case, select Employment Terminated – No.