TRS Forms


 

TRS forms are grouped by category below. Click on a category to see the list of available forms, then click the name of the form you want. The form will display in a new window (.pdf).

Our forms are presented in an interactive format that allows you to type data onto the form using your computer. After entering your data, you can print and sign the form and mail it to TRS. Please note: We cannot guarantee your internet browser will properly display our interactive format. For best results, open the form you want from the categories below, save the .pdf form to your computer, and then open it using Acrobat Reader software. (If it is not already installed on your computer, you can quickly download Acrobat Reader DC free of charge from the Adobe website.)

You can also print a blank form and fill it out by hand.

If you have any difficulty with any of these forms, please contact TRS. We can mail the forms 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
Additional Beneficiary Designations for Active Members
View/Print
View/Print
147
147A
Certification of Marital Status - Spouse/Beneficiary
Spouse's Voluntary Waiver of Beneficiary Interest
View/Print
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
Additional Beneficiary Designations for Active Members
View/Print
View/Print
144 Certification of Termination of Employment (Employer Certification Required) View/Print
116 Change of Mailing Address View/Print
029 Change of Name View/Print
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
138 Reportable Compensation 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

 

TRS building

Popular Links

checklist

 

Get Acrobat Button


Follow Us

click here to sign up for the e newsletter

 

like the TRS Facebook page