Member Forms
Member Forms
Need to update your beneficiaries? Active members can do this in My TRS, the secure member portal. If you prefer to submit a paper Beneficiary Designation form, contact TRS to have the form mailed to you.
Form 029, Change of Name
Form 101, Verification of Service (Out of state or private school service)
Form 116, Change of Mailing Address (Active members can update in My TRS)
Form 136, Authorization for Release of Information
See also
- Fact Sheet: Beneficiary Designation for Active Members
- Leaving Employment flyer
- Fact Sheet: Withdrawing TRS Membership
IMPORTANT NOTES
The TRS Application for Retirement is NOT available online.
To request a retirement application packet: Eligible members must contact the TRS Active Benefits team. Staff will review the member's eligibility to retire and will prepare one or more Estimates of Benefits before mailing a retirement application packet to the member.
For additional information, see also:
- Fact Sheet, Terminating Employment and Retiring With TRS
- Fact Sheet, Termination Pay
Members: DO NOT print the forms below unless you need a replacement copy to complete the retirement application packet you received in the mail.
Form 113, Retirement Termination Pay (Employer certification required)Form 129, Termination Pay Irrevocable Election (For proper use, read the Termination Pay Fact Sheet, above)
Form 144, Certification of Termination of Employment (Employer certification required)
Form 150, Verification of Wages (Employer certification required)
Form 117, Authorization for Deduction of Health Insurance Premiums
Form 114, Electronic Deposit Application/Change
Form 115, Montana Tax Withholding Certificate
IRS Form W-4P, Withholding Certificate for periodic (monthly) benefit payments
Form 136, Authorization for Release of Information
Form 116, Change of Mailing Address
Form 029, Change of Name
Form 114, Electronic Deposit Application/Change
Form 115, Montana Tax Withholding Certificate
IRS Form W-4P, Withholding Certificate for periodic (monthly) benefit payments
Required to resume employment as a working retiree:
Form 146, Retired Member's and Employer's Notice of Postretirement Employment
Required for reemployment under "emergency hire" provisions in TRS law:
Contact TRS Administration to obtain forms for reemployment with OPI:
Form 148-ER, OPI Certification to Employ a Retired Member Pursuant to 19-20-735 MCA
See also
- Fact Sheet: Designation of / Payment to Joint Annuitants and Beneficiaries
- Fact Sheet: Working After Retirement