Montana Teachers' Retirement System
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 |
Popular Links
- Employer Login:
- › Wages & Contributions
- › Insurance Deductions
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