Montana Teachers' Retirement System
TRS Forms
Forms are provided in .pdf format. If you are unable to view them, you can download the free Adobe Acrobat Reader software from the Adobe website: Get Acrobat Reader.
(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 |
|---|---|---|
| 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 |
| 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 |
| 119 | Withdrawal Application (Refund Request) – and 119C Spouse's Authorization for Withdrawal Pending Divorce |
Call TRS |
Retirement Application and Supplemental Forms
| Form | Form Name | View/Print |
|---|---|---|
| 108 | Application for Retirement | Call TRS |
| 114 | Application for Electronic Deposit | View/Print |
| 117 | Authorization for Deduction of Health Insurance Premiums | 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 Premiums | 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 |
| 115 | Montana State Withholding Certificate | 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 |
| 146 | Retired Member's and Employer's Notice of Postretirement Employment | View/Print |
Employer Forms
New Hire procedure and 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 4-2020 version] |
View/Print |
General employer forms (listed alphabetically by form name)
| Form | Form Name | View/Print |
|---|---|---|
| 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 Premiums | View/Print |
| 144 | Certification of Termination of Employment (Employer Certification Required) | View/Print |
| 148 | Determination of Independent Contractor Status (NEW!) | 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 |
| 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 |
| 146 | Retired Member's and Employer's Notice of Postretirement Employment | 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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