Member Forms

Member Forms

For beneficiary changes:  Contact TRS if you are unable to update your beneficiary designation in My TRS and need a paper form mailed to you.

Form 136, Authorization for Release of Information
Form 116, Change of Mailing Address (Active members can update in My TRS)
Form 029, Change of Name 
Form 101, Verification of Service (Out of state or private school service)

See also

To request a retirement application form or estimate of benefits, contact the TRS Active Benefits team.

Form 129, Termination Pay Irrevocable Election (See Termination Pay Fact Sheet for proper use)
Form 113, Retirement Termination Pay (Employer certification required)
Form 144, Certification of Termination of Employment (Employer certification required)

See also

Forms related to retirement benefit payments:

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 117, Authorization for Deduction of Health Insurance Premiums
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-EE, Retired Member App. for Employment with OPI Pursuant to 19-20-735 MCA
Form 148-ER, OPI Certification to Employ a Retired Member Pursuant to 19-20-735 MCA
See also