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

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