TRS Retirees and Benefit Recipients
TRS mails IRS 1099-R forms by the last business day of January each year.
Starting February 15, you may also log into My TRS to view or print your 1099-R.
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'My TRS' Member Portal
My TRS, the online member portal, provides secure access to information about your monthly benefit. In My TRS, you can view or download tax forms, update your tax withholding, check on working retiree earnings, and more!
To log into My TRS: Use the Member Login link under Popular Links (upper right).
Note: Users outside the U.S. may be unable to access this website or My TRS.
Retiree and Benefit Recipient, defined
A TRS member who applies for a retirement allowance does not actually become a retiree (i.e., does not attain retired member status) until the member:
- has terminated all employment with all TRS employers, and
- has received at least one monthly benefit payment.
A TRS member is not considered a retiree if there has been no bona fide separation from service. If a member who has not reached normal retirement age (60) has a pre-arranged agreement to return to work for their pre-retirement employer, that member has not terminated employment and is not eligible to receive a retirement benefit.
Some individuals receive monthly TRS benefits due to their relationship with a TRS member or retiree. Such an individual may be the joint annuitant or surviving beneficiary of a deceased member, or may be an "alternate payee" who is entitled to a share of a retiree's benefit pursuant to a Family Law Order.
Deduction of Employer Insurance Premiums
Retired TRS members who remain covered on their former employer's group health insurance plan on a self-pay basis may elect to have their monthly insurance premiums deducted from TRS benefit payments. Once a retired member has authorized the deduction and the former employer has notified TRS of the premium amount, TRS withholds and forwards the funds to the employer. Because TRS benefits are paid on the last business day of the month and insurance premiums are due in advance, the withheld funds are intended for payment of the following month's premium.
- The retiree must contact the former employer to elect this option. TRS has no knowledge of or connection to the employer's insurance provider.
- TRS will continue to deduct the same amount each month until the employer provides timely notification to TRS that the deduction will change or terminate.
- TRS cannot deduct premiums for individual policies or other types of insurance.
Retired Member/Benefit Recipient Resources
- Fact Sheets on topics such as terminating employment, working after retirement, and more
- Family Law Orders/Divorce for Retired Members
- Retired Member and Benefit Recipient Forms
- Retired Member and Benefit Recipient Retirement Plan Handbook
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