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Federal forms |
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W-4P |
Withholding Certificate for Pension or Annuity Payments - IRS form |
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TRSL forms |
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1 |
Authorized Contacts (02/12) |
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1EDC |
Employer Directory Contacts (02/12) |
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2 |
Enrollment Application/Employment Notification (01/13) |
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2AC |
Active Member Change of Address Authorization (02/05) |
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2FRB |
Forfeiture of Retirement Benefits - Attestation of Understanding (12/12) |
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2NC |
Active Member Name Change Request (07/08) |
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2R |
Election to Retain Membership (03/13) |
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2SS |
Statement Concerning Your Employment in a Job Not Covered by Social Security (01/05) |
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3 |
Beneficiary Designation (12/12) |
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3A |
Change of Beneficiary for Option 1 Retiree (02/04) |
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3B |
Beneficiary Designation for DROP and ILSB Accounts (05/05) |
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3C |
Beneficiary Designation for Retiree Return-to-Work Employee Contributions (02/05) |
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4C |
Employment Terminations (04/05) |
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4D |
Payment Distribution Voucher (08/03) |
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4F |
Prior Year Correction of Earnings and Contributions (08/07) |
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6A |
Certification of Supplemental Credit (02/04) |
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7 |
Application for Refund (12/12) (Please see "Special Tax Notice Regarding TRSL Payments") |
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7A |
Retiree Refund Application (08/11) (Please see "Special Tax Notice Regarding TRSL Payments") |
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7D |
Direct Deposit for Refund of Contributions (12/11) (Please see "Special Tax Notice Regarding TRSL Payments") |
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7L |
Taxable Lump-Sum Distribution Election (02/02) (Please see "Special Tax Notice Regarding TRSL Payments") |
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8 |
Application for Reciprocal Recognition of Service (08/07) |
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8A |
Application for Transfer of Creditable Service (03/12) |
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8BR |
Application for Purchase of Refunded Service to Reciprocate (08/07) |
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8BT |
Application for Purchase of Refunded Service to Transfer (08/07) |
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9 |
Application for Purchase of In-state Service (06/12) |
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9A |
Application for Purchase of Out-of-State Public School Employment (02/11) |
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9B |
Application for Purchase of Military Service (01/12) |
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9C |
Application for Purchase of U.S. Dependent School Teaching Service (02/11) |
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9D |
Application for Purchase of Refunded Service (08/02) |
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9R |
Rollover/Trustee-to-Trustee Transfer Acceptance (06/10) |
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10 |
Benefit Estimate Request (09/09) |
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11 |
Application for Service Retirement, ILSB, or DROP (12/09) - Replaces old forms 11A and 11F |
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11B |
Agency Certification (10/12) |
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11G |
DROP or ILSB Account Spousal Consent (05/05) |
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11G-1 |
DROP or ILSB Retiree Spousal Consent to Withdrawal Method (05/05) |
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11H |
Termination of Employment at End of DROP Participation/Employment (08/07) |
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11J |
DROP or ILSB Retiree Withdrawal Method Selection (08/07) |
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11K |
DROP or ILSB Retiree Nonspousal Beneficiary Request for Withdrawal Selection (12/10) |
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11K-P |
DROP or ILSB Retiree Alternate Payee Receiving Split Benefit as a Result of Divorce (11/03) |
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11K-S |
DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal Selection (07/08) |
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11M-S |
DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal (07/08) |
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11N |
DROP or ILSB Retiree Withdrawal Method Selection for Ages 70-1/2 and Over (08/07) |
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11PS |
DROP or ILSB Retiree Partial Single-Sum Withdrawal (02/04) |
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11R |
Direct Deposit of DROP or ILSB Account Withdrawals (1/13) - Use 15D for regular benefits |
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11RD |
DROP or ILSB Qualified Katrina Emergency Tax Relief Act of 2005 (KETRA) or
Gulf Opportunity Zone Act of 2005 (GO Zone) Withdrawals Repayment (08/07) |
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11S |
Sick Leave Certification (07/06) |
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12 |
Application for Disability Retirement (06/12) |
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12A |
Disability Report by Supervisor (01/06) |
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12B |
Member Statement of Disabling Condition (05/05) |
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12C |
Physician Report of Disabling Condition (08/03) |
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12C-P |
Physician Report of Disabling Condition (08/03) - For use by psychiatrist |
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12D |
Physician Annual Report of Disabling Condition (08/05) - For retirees only |
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13 |
Application for Survivor Benefits (05/10) |
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13A |
Application by Nonspousal Beneficiary for Refund of Deceased Member's Contributions/Benefits (03/11) |
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13AS |
Application by Spouse for Refund of Deceased Member's Contributions/Benefits (03/11) |
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13B |
Statement of School Attendance (11/01) |
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13C |
Student Attendance Certification (07/04) |
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13E |
Application for Payment to Surviving Spouse/Children (07/11) |
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13M |
Statement of Dependent's Marital Status (12/06) |
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13R |
Renunciation of Beneficiary (02/04) |
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14A |
Company Application Retiree Payroll Deduction Program (02/05) |
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15 |
Retiree Return-to-Work Notification (06/12) |
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15C |
Retiree Change of Address Authorization (03/06) - Also for survivors, beneficiaries, and alternate payees |
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15CS |
Retiree Return-to-Work Critical Shortage Certification (08/10) |
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15D |
Direct Deposit of Benefits (1/13) - Use 11R for DROP or ILSB account withdrawals |
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15JS |
Addendum to Direct Deposit of Benefits - Nonspousal Joint Signer(s) (1/13) |
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15PA |
Affidavit for Power of Attorney (02/04) |
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15POSC |
Retiree Return-to-Work Position Certification (06/12) |
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16 |
Application for ORP or Change of Carrier (11/11) |
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16AC |
ORP Member Change of Address Authorization (09/10) |
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16NC |
ORP Member Name Change Request (09/10) |
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18 |
Electronic Reporting Registration (07/10) |
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FBR |
Option to Continue Contributions during Time of Furlough without Pay (10/09) |
Administrative Code
