Keep Your Mailing Address Current
To receive your annual 1099-R Income Tax form, newsletters, information brochures, and other important communications, please inform TRS in writing of any address change. You must complete and mail to TRS a “ Change of Address Notification (pdf) ” form (TRS 358).
Notify TRS of Name Changes
TRS requires notification in writing when you change your name. The written notice must contain both your Social Security number and your signature. You must also include a copy of a court order or marriage license that authorizes your name change. There is no TRS form for submitting a name change.
Keep Beneficiary Designation Current
As a retiree, you should review your beneficiary designation when significant life events occur such as marriage, divorce, death of a spouse or designated beneficiary, or if the beneficiary becomes eligible for Medicaid or other “needs-based” assistance programs. A divorce does not automatically revoke your former spouse as beneficiary. Please see the topic “Beneficiary Designation by Members” in the TRS Benefits Handbook (pdf).
Regardless of the payment plan or option you chose when you retired, if you want to change the beneficiary(ies) for survivor benefits only you should complete and return form TRS 15, Designation of Beneficiary (pdf).
When you retired, if you chose Standard Annuity as your retirement payment plan and you want to change your beneficiary(ies) for survivor benefits, you should complete and return form TRS 15, Designation of Beneficiary (pdf).
When you retired, if you selected Option 1, 2 or 5 you may only change your beneficiary for the continuing monthly payment in certain circumstances. Please see the topic “Information for Retirees” in the TRS Benefits Handbook (pdf).
When you retired, if you selected Option 3 or 4 and you wish to change your beneficiary(ies) for any remaining payments under the option, complete and return form TRS 30D, Change of Beneficiary for Continuing Optional Retirement Annuity (Option Three and Four) (pdf).