TRS Forms



Forms are provided in .pdf format. If you are unable to view them, you can download the free Acrobat Reader software from the Adobe website: Get Acrobat Reader DC.
(Don't have a printer? Call TRS to have a form mailed to you.)

Many forms are designed with fields you can type in. Follow these instructions:
  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, sign as instructed, and mail to the address shown on Page 1.


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 or Period Certain and Life (10- or 20-Year) Retirement Allowance View/Print
144 Certification of Termination of Employment (Employer Certification Required) View/Print
W-4P IRS Withholding Certificate for Periodic Pension or Annuity Payments View/Print
115 Montana State Withholding Certificate View/Print
113 Retirement Termination Pay (Employer Certification Required) View/Print
129 TPIEF: Termination Pay Irrevocable Election form (with attached Termination Pay Fact Sheet – must print all pages) 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
W-4P IRS Withholding Certificate for Periodic Pension or Annuity Payments View/Print
146 Retired Member's and Employer's Notice of Postretirement Employment View/Print
143EE
143ER
Retired Member Application to Return to Work Pursuant to 19-20-732 MCA
Employer Certif. to Employ a Retired Member Pursuant to 19-20-732 MCA
View/Print
View/Print
115 Montana State Withholding Certificate View/Print

Employer Forms
Form Form Name View/Print
  New Hire Procedure for Employers to determine TRS membership View/Print
  Handout for New TRS Members – for distribution by employer View/Print
106 Membership Election: Substitute Teacher or Part-time Aide/Para
[Must use new version, revised 4-2020]
View/Print
102 Record for Membership [NO LONGER USED] Archived
107 New Hire Questionnaire [NO LONGER USED] Archived
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
121 Model Resolution for Purchasing Service View/Print
146 Retired Member's and Employer's Notice of Postretirement Employment View/Print
143EE
143ER
Retired Member Application to Return to Work Pursuant to 19-20-732 MCA
Employer Certif. to Employ a Retired Member Pursuant to 19-20-732 MCA
View/Print
View/Print
113 Retirement Termination Pay (Employer Certification Required) View/Print
129 TPIEF: Termination Pay Irrevocable Election form (with attached Termination Pay Fact Sheet – must print all pages) View/Print

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