To designate your new spouse as beneficiary of your life insurance benefit, however, you need to submit a new beneficiary designation form to TRS. Upon receipt, the completed form will be placed in your TRS file. This means you can fill the information on the form using your keyboard. Mary Smith not Mrs. John Smith). Return the form to ERS. By completing this form, a TRS member or annuitant designates beneficiaries to receive death benefits. Software for viewing .pdf files usually is preinstalled on computers. Information provided on this form will become part of the member’s permanent TRS record and will determine distribution of death and survivor benefits. This form must be completed by a LEOFF Plan 2 member or retiree hired into an eligible PERS, PSERS, SERS or TRS position. Select “My Account” in the navigation menu and then “View/Edit” beside “Beneficiary.” (If you prefer to fill out and mail in a printed form, select this link.) will receive benefits only if all primary beneficiaries are deceased at the time of the member’s death. Top Employees and retirees under the Civil Service Retirement System (CSRS) must use Standard Form 2808, Designation of Beneficiary - Civil Service Retirement System. The woman had been designated by her husband in 1977 as the primary beneficiary of his death benefits payable by TRS. Generally, any beneficiary designation change to a retirement account for which Fidelity Management Trust Company (or successor) acts as custodian will apply to that account only. ; Designation of Beneficiary - Prior to Retirement - Active and Inactive Members ONLY; Retirees, DROP participants, and anyone currently in the process of retiring should contact the RSA. Form Number. Designation of Beneficiary Prior to Retirement. Form 123A must also be signed and notarized, and it must be attached to and submitted with this beneficiary designation form. Beneficiary • New beneficiary forms filed will supersede any previous designation. 1. A blank designation of beneficiary on a TRS form that is signed by you revokes any previous designation for the applicable benefits and leaves no designation of beneficiary. You’ll just need to provide a copy of the trust document to TRS; you … Divorce voids any previous designation of your spouse as a beneficiary and, unless there is another appropriately designated beneficiary remaining, your estate becomes your primary beneficiary by operation of law. Keep in mind, these are not insurance benefits. A career in one of the public Texas universities is bookended by two important decisions. You may also request these forms from Member Services. Address Change Notification - Address changes can also be made using Member Online Services at the top left of your screen. This means any benefit paid out would be subject to federal income taxes. Information provided on this form will become part of the member’s permanent TRS record and will determine distribution of death . Fill Online, Printable, Fillable, Blank Change of Beneficiary for Continuing Optional Retirement Annuity (Texas Real Estate Contracts) Form. the member on a prescribed TRS form for the benefits affected by this form. Designation of Retiring Members’ Beneficiaries. If you were a member prior to July 1, 1991, the employer contributes an additional 15% of the member's gross monthly salary into TRS. TRS checked the beneficiary form on file and discovered that, long before this couple’s marriage, the woman had named her sister as her beneficiary in the event of her death. At the beginning, one must decide between the ORP defined contribution and the TRS defined benefit retirement plans. If you select Plan B – Option 2, 2 Pop-Up, 3, 3 Pop-Up, or 4, you have selected a plan that provides a monthly benefit to your primary beneficiary(ies). TRS is a defined benefit plan that currently has approximately 41,594 members and 36,394 retirees receiving annuity benefits. 1199SEIU Funds 498 Seventh Avenue New York, NY 10018 (646) 473-9200 New beneficiary forms filed will supersede any previous designation.Therefore, if you want to add a beneficiary, for example a new child, you must include on the new form all beneficiaries you wish to designate. 202-606-1800. you’re looking for? If you are not able to view them, we recommend downloading the free Acrobat Reader software from the Adobe website: Get Acrobat Reader DC Most items on this page are fillable PDF forms. Forms (Note: The fillable form fields may not display correctly if your internet browser software is out … POAs shall not list themselves as a beneficiary unless and only to the extent the POA was listed as a beneficiary … Calculators U.S. Office of Personnel Management. By completing this form, a TRS member or annuitant designates beneficiaries to receive death benefits. To designate a beneficiary to receive the life insurance benefit, a TRS Form DB-1 must be completed and returned to the retirement system. An active member contributes 6% of his or her gross monthly salary into TRS. Forms; Pension Calculator Search this website. ; Request to Fax Account Information x. TRUSTS: You can name a trust as a beneficiary. 5. Designation of Beneficiary Prior to Retirement. Please see the enclosed Instructions and Information for Designating a Beneficiary form (TRS 677) for important information about completing this form and how TRS will use this form. Fidelity IRA/HSA Beneficiary Designation form (PDF) . Spousal Acknowledgement Form: 36: FRS-TAR: FRS Pension Plan Termination and Reemployment After Retirement: 37: FST-12.PDF: Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants: 38: W-4P.PDF: Withholding for Pension Payments: 39: ADDCH-1.PDF: Mailing Address Change Request Form (suggested form) - (FRS Pension Payment Recipients Only) 40 This form does NOT revoke or change a beneficiary previously named under Option 1, 2, 5, Deferred Retirement Option Plan, or Partial Lump-Sum Option. POAs shall not list themselves as a beneficiary unless and only to the extent the POA was listed as a beneficiary prior to the execution of the POA. 2. If you are a new TRS member who has not previously submitted a beneficiary designation, check this box and proceed to Page 2. In-service members may change their beneficiary by filing a new form at any time. 469 0 obj <> endobj When no beneficiary is designated, applicable TRS plan terms determine who will receive benefits after your death. 548 0 obj <>/Filter/FlateDecode/ID[<6E7269A043EF2B438842DE7274BBC570><5FA68AFDE0438747A79A457D52A37BF2>]/Index[469 154]/Info 468 0 R/Length 193/Prev 1121745/Root 470 0 R/Size 623/Type/XRef/W[1 3 1]>>stream • Attachments to your beneficiary form are unacceptable. • The same person or persons cannot be designated as both primary and contingent beneficiaries. All forms are printable and downloadable. h�b```c`` f`g`�z� € "@1v��Θ ��2Af�������z]{���m���#�V&��N �=:� &>�)@���������H(�0Cr��y?.\`�� �����$��7) ��190�`�� �������g��w`�`�d�K`fa�i�7`lb�s`��p��_��CB��g�'>3H(0>a�l�`��`s U��C\�@�u�;"Lz1�1\gP1`��0�AC�A�ɲ������,���0�5�V`j`0. 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