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Fact Sheets

Fact Sheets

TRS Fact Sheets are listed by category in the expanding sections below. 

  • Some Fact Sheets appear in more than one category, and generally are listed in alphabetical order by title.
  • Each link will open the Fact Sheet PDF in a new browser window.

Select a category

Beneficiary Designations for Active Members
Family Law Orders
Service Purchases
Substitute Teaching and Elective Membership Deferral
Withdrawing TRS Membership

Designation of and Payment to Joint Annuitants and Beneficiaries 
Disability Retirement
Family Law Orders
Required Minimum Distributions
Suspension and Reinstatement of Retirement Benefit
Tax Withholding on Monthly Benefits
Terminating Employment and Retiring With TRS
Termination Pay
Volunteer Service
Working After Retirement

Calculating and Reporting Extra Duty Service Credit
Establishing Independent Contractor Service with TRS
Volunteer Service
Which Positions are Reportable to TRS?
Working After Retirement

Montana Teachers' Retirement System

  • 100 N Park Ave, Suite 110 in downtown Helena
  • Mail: PO Box 200139, Helena, MT 59620
  • 406.444.3134 or 866.600.4045 toll free
  • Fax: 406.444.2641

Office Hours

  • 8:00 am - 5:00 pm Monday-Friday (except State holidays)
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