Montana Teachers' Retirement System
TRS Forms
TRS forms are provided in .pdf format. Software for viewing .pdf files usually is preinstalled on computers. 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. (Note: We cannot guarantee your internet browser version will properly display the fillable form fields.) The fillable format allows you to type information onto the form, as follows:
1.) Find the form you want within the categories below
2.) Click View/Print to open the PDF document in a new browser tab
3.) Save the PDF to your computer's hard drive before you begin typing
4.) Type your information, and be sure to click Save again
5.) Print the form, then sign and mail it to TRS as instructed
If you prefer, print a blank form and fill it out by hand, or call TRS to have a form mailed to you.
Active Member Forms
| Form | Form Name | View/Print |
|---|---|---|
| 119 | Application for Withdrawal of Member's Deposit of Contributions and Interest (Refund Request) | Call TRS |
| 136 | Authorization for Release of Information | View/Print |
| 123 123A |
Beneficiary Designation for Active Members (must print all pages) TIP: Active members may designate beneficiaries online. Learn more Attachment to Beneficiary Designation for Active Members |
View/Print View/Print |
| 147 | Certification of Marital Status - Spouse/Beneficiary This material is incorporated in the latest version of Form 123 (above). |
Archived |
| 147A | Spouse's Voluntary Waiver of Beneficiary Interest | View/Print |
| 116 | Change of Mailing Address | View/Print |
| 029 | Change of Name | View/Print |
| 112 | Request for Estimate of Benefits | View/Print |
| 110 | Transfer Service Credit from PERS to TRS | View/Print |
| 101 | Verification of Service (Out-of-State Service or Private School Service) | View/Print |
| 111 | Verification of Service Substitute Teaching or Teacher's Aide | View/Print |
Retirement Application Supplemental Forms
| Form | Form Name | View/Print |
|---|---|---|
| 114 | Application for Electronic Deposit | View/Print |
| 108 | Application for Retirement | Call TRS |
| 117 | Authorization for Deduction of Health Insurance | View/Print |
| 123B | Beneficiary Designation Attachment for Election of Normal Form/10 or 20 Year Certain and Life Benefit Allowance | View/Print |
| 144 | Certification of Termination of Employment (Employer Certification Required) | View/Print |
| W4P | IRS Withholding Certificate for Pension or Annuity Payments | View/Print |
| 115 | Montana State Withholding Certificate | View/Print |
| 113 | Retirement Termination Pay (Employer Certification Required) | View/Print |
| 129 | Termination Pay - Irrevocable Election (Request to Include Termination Pay in Benefit Calculation) | View/Print |
Retired Member and Benefit Recipient Forms
| Form | Form Name | View/Print |
|---|---|---|
| 114 | Application for Electronic Deposit | View/Print |
| 117 | Authorization for Deduction of Health Insurance | View/Print |
| 136 | Authorization for Release of Information | View/Print |
| 116 | Change of Mailing Address | View/Print |
| 029 | Change of Name | View/Print |
| 134 | County Superintendent Membership Election | View/Print |
| W4P | IRS Withholding Certificate for Pension or Annuity Payments | View/Print |
| 146 | Notice of Postretirement Employment for Retired Member and Employer | View/Print |
| 143EE 143ER |
Retired Member Application to Return to Work Pursuant to HB 363 Employer Certification to Employ a Retired Member Pursuant to HB 363 |
View/Print View/Print |
| 115 | Montana State Withholding Certificate | View/Print |
Employer Forms
| Form | Form Name | View/Print |
|---|---|---|
| 140 140A |
Automated Clearing House (ACH) Debit Authorization Automated Clearing House (ACH) Credit Authorization |
View/Print View/Print |
| 117 | Authorization for Deduction of Health Insurance | View/Print |
| 123 123A |
Beneficiary Designation for Active Members – See "Active Member Forms" Attachment to Beneficiary Designation for Active Members – See "Active Member Forms" |
|
| 144 | Certification of Termination of Employment (Employer Certification Required) | View/Print |
| 116 029 |
Change of Mailing Address – See "Active Member Forms" Change of Name – See "Active Member Forms" |
|
| 134 | County Superintendent Membership Election | View/Print |
| 141 | Employer Designation of Administrator for Online Employer Reporting Systems | View/Print |
| 141A | Employer Insurance Deduction System Contact Information | View/Print |
| 106 | Membership Election - Substitute Teacher or Part-time Teacher's Aide | View/Print |
| 121 | Model Resolution for Purchasing Service | View/Print |
| 107 | New Hire Questionnaire | View/Print |
| 146 | Notice of Postretirement Employment for Retired Member and Employer | View/Print |
| 102 | Record for Membership (New Member Application) | View/Print |
| 143EE 143ER |
Retired Member Application to Return to Work Pursuant to HB 363 Employer Certification to Employ a Retired Member Pursuant to HB 363 |
View/Print View/Print |
| 113 | Retirement Termination Pay (Employer Certification Required) | View/Print |
| 129 | Termination Pay - Irrevocable Election (Request to Include Termination Pay in Benefit Calculation) | View/Print |
Popular Links
- Employer Login:
- Wages & Contributions
- Insurance Deductions
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