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Forms by Numerical Order
 
Federal forms
W-4P Withholding Certificate for Pension or Annuity Payments IRS form
 
TRSL forms
1 Authorized Contacts (02/15)
1EDC Employer Directory Contacts (07/13)
2 Enrollment Application/Employment Notification (02/15)
2AC Active Member Change of Address Authorization (08/14)
2C Certification of Membership in State System (02/14)
2FRB Forfeiture of Retirement Benefits - Attestation of Understanding (12/12)
2NC Active Member Name Change Request (08/14)
2PT Enrollment Application for Secondary Part-Time Position with Same Employer (05/15)
2R Election to Retain Membership (03/13)
2SS Statement Concerning Your Employment in a Job Not Covered by Social Security (10/14)
3 Beneficiary Designation for Non-Retired Members (03/16) - Return-to-work retirees use 3C 
3A Change of Beneficiary for Option 1 Retiree (09/15)
3B Beneficiary Designation for DROP and ILSB Accounts (02/16)
3C Beneficiary Designation for Retiree Return-to-Work Employee Contributions (02/16)
4C Employment Terminations (04/05)
4D Payment Distribution Voucher (09/13)
4F Prior Year Correction of Earnings and Contributions (08/07)
6A Certification of Supplemental Credit (02/04)
7 Application for Refund (12/12) (Please see "Special Tax Notice Regarding TRSL Payments")
7A Retiree Refund Application (08/11) (Please see "Special Tax Notice Regarding TRSL Payments")
7D Direct Deposit for Refund of Contributions (12/11) (Please see "Special Tax Notice Regarding TRSL Payments")
7L Taxable Lump-Sum Distribution Election (02/02) (Please see "Special Tax Notice Regarding TRSL Payments")
8 Application for Reciprocal Recognition of Service (08/07)
8A Application for Transfer of Creditable Service (03/12)
8BR Application for Purchase of Refunded Service to Reciprocate (08/07)
8BT Application for Purchase of Refunded Service to Transfer (08/07)
9 Application for Purchase of In-state Service (06/13)
9A Application for Purchase of Out-of-State Public School Employment (06/13)
9B Application for Purchase of Military Service (01/12)
9C Application for Purchase of U.S. Dependent School Teaching Service (06/13)
9D Application for Purchase of Refunded Service (08/02)
9E Application for Purchase of In-state Private / Charter School Service (06/15)
9R Rollover/Trustee-to-Trustee Transfer Acceptance (04/14)
10 Benefit Estimate Request (05/17)
11 Application for Service Retirement, ILSB, or DROP (05/17) - Replaces old forms 11A and 11F
11B Agency Certification (09/16)
11G DROP or ILSB Account Spousal Consent (05/05)
11G-1 DROP or ILSB Retiree Spousal Consent to Withdrawal Method (05/05)
11H Termination of Employment at End of DROP Participation/Employment (05/17)
11J DROP or ILSB Retiree Withdrawal Method Selection (08/07)
11K DROP or ILSB Retiree Nonspousal Beneficiary Request for Withdrawal Selection (07/13)
11K-P DROP or ILSB Retiree Alternate Payee Receiving Split Benefit as a Result of Divorce (11/03)
11K-S DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal Selection (07/08)
11M-S DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal (07/08)
11N DROP or ILSB Retiree Withdrawal Method Selection for Ages 70-1/2 and Over (08/07)
11PS DROP or ILSB Retiree Partial Single-Sum Withdrawal (02/04)
11R Direct Deposit of DROP or ILSB Account Withdrawals (2/15) - Use 15D for regular benefits
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)
11S Sick Leave Certification (07/06)
12 Application for Disability Retirement (12/16)
12A Disability Report by Supervisor (01/06)
12B Member Statement of Disabling Condition (05/05)
12C Physician Report of Disabling Condition (08/03)
12C-P Physician Report of Disabling Condition (08/03) - For use by psychiatrist
12D Physician Annual Report of Disabling Condition (08/05) - For retirees only
12PDMC Statement of Child's Permanent Disabling Condition (10/16)
13 Application for Survivor Benefits (05/10)
13A Application by Nonspousal Beneficiary for Refund of Deceased Member's Contributions/Benefits (12/14)
13AS Application by Spouse for Refund of Deceased Member's Contributions/Benefits (12/14)
13C Student Attendance Certification (04/14)
13E Application for Payment to Surviving Spouse/Children (12/14)
13M Statement of Dependent's Marital Status (12/06)
13R Renunciation of Beneficiary (02/04)
14A Company Application Retiree Payroll Deduction Program (02/05)
15 Retiree Return-to-Work Notification (obsolete) refer to Procedures Manual for enrollment instructions, Index 15.0
15C Retiree Change of Address Authorization (03/06) - Also for survivors, beneficiaries, and alternate payees
15CS Retiree Return-to-Work Critical Shortage Certification (06/16)
15D Direct Deposit of Benefits (02/15) - Use 11R for DROP or ILSB account withdrawals
15JS Addendum to Direct Deposit of Benefits - Nonspousal Joint Signer(s) (1/13)
15PA Affidavit for Power of Attorney (02/04)
15POSC  Retiree Return-to-Work Position Certification (07/15)
16 Application for ORP or Change of Carrier (02/16)
16AC ORP Member Change of Address Authorization (09/10)
16NC ORP Member Name Change Request (09/10)
18 Electronic Reporting Registration (07/10)
FBR Option to Continue Contributions during Time of Furlough without Pay (10/09)

Helpful checklists

  Beneficiary/Survivor Checklist
  Disability Retirement Application Checklist
  Retirement Application Checklist

  Completing Your Affidavit of Retirement Option Election Checklist
  Checklist for Retiring after DROP