Forms by Numerical Order
Federal forms
W-4P  Withholding Certificate for Pension or Annuity Payments IRS form
 
TRSL forms
1 Authorized Contacts (04/18)
1EDC Employer Directory Contacts (04/18)
2 Enrollment Application/Employment Notification (02/21)
2AC Change of Address Authorization (02/21) - For active members, retirees, beneficiaries, & alternate payees 
2C Certification of Membership in State System (02/21)
2FRB Forfeiture of Retirement Benefits - Attestation of Understanding (02/21)
2NC Active Member Name Change Request (02/21)
2PT Enrollment Application for Secondary Part-Time Position with Same Employer (02/21)
2R Election to Retain Membership (02/21)
2SS Statement Concerning Your Employment in a Job Not Covered by Social Security (02/21)
3 Beneficiary Designation for Non-Retired Members (12/20) - Return-to-work retirees use 3C 
3A Change of Beneficiary for Option 1 Retiree (12/20)
3B Beneficiary Designation for DROP and ILSB Accounts (12/20)
3C Beneficiary Designation for Retiree Return-to-Work Employee Contributions (12/20)
4C Employment Terminations (05/21)
4D Payment Distribution Voucher (05/21)
4F Prior Year Correction of Earnings and Contributions (05/21)
7 Application for Refund (04/21) (See "Special Tax Notice Regarding TRSL Payments")
7A Retiree Refund Application (04/21) (See "Special Tax Notice Regarding TRSL Payments")
7D Direct Deposit for Refund of Contributions (04/21) (See "Special Tax Notice Regarding TRSL Payments")
8 Application for Reciprocal Recognition of Service (05/21)
8A Application for Transfer of Creditable Service (05/21)
8BR Application for Purchase of Refunded Service to Reciprocate (05/21)
8BT Application for Purchase of Refunded Service to Transfer (05/21)
9 Application for Purchase of In-state Service (06/21)
9A Application for Purchase of Out-of-State Public School Employment (06/21)
9B Application for Purchase of Military Service (06/21)
9C Application for Purchase of U.S. Dependent School Teaching Service (06/21)
9D Application for Purchase of Refunded Service (05/21)
9E Application for Purchase of In-state Private / Charter School Service  (06/21)
9R Rollover/Trustee-to-Trustee Transfer Acceptance (05/21)
10 Benefit Estimate Request (06/21)
11 Application for Service Retirement, ILSB, or DROP (01/21) - Replaces old forms 11A and 11F
11B Agency Certification (12/20)
11G DROP or ILSB Account Spousal Consent (11/20)
11G-1 DROP or ILSB Retiree Spousal Consent to Withdrawal Method (11/20)
11H Termination of Employment at End of DROP Participation/Employment (11/20)
11J DROP or ILSB Retiree Withdrawal Method Selection (11/20)
11K DROP or ILSB Retiree Nonspousal Beneficiary Request for Withdrawal Selection (11/20)
11K-P DROP or ILSB Retiree Alternate Payee Receiving Split Benefit as a Result of Divorce (11/20)
11K-S DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal Selection (11/20)
11M-S DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal (03/21)
11N DROP or ILSB Retiree Withdrawal Method Selection for Ages 72 and Over (11/20)
11PS DROP or ILSB Retiree Partial Single-Sum Withdrawal (11/20)
11R Direct Deposit of DROP or ILSB Account Withdrawals (11/20) - Use 15D for regular benefits
11RTW Application for Return-to-Work (RTW) Supplement (11/20)
11S Sick Leave Certification (11/20)
12 Application for Disability Retirement (01/21) - now combined with Form 12B
12A Disability Report by Supervisor (01/21)
12B Member Statement of Disabling Condition - now combined with Form 12
12C Physician Report of Disabling Condition (01/21) - now combined with Form 12C-P
12C-P Physician Report of Disabling Condition - now combined with Form 12C
12D Physician Annual Report of Disabling Condition (01/21) - For retirees only
12PDMC Statement of Child's Permanent Disabling Condition (01/21)
13 Application for Survivor Benefits (04/21)
13A Application for Refund of Deceased Member's Contributions (04/21)
13C Student Attendance Certification (04/21)
13E Application for Payment to Surviving Spouse/Children (04/21)
13M Statement of Dependent's Marital Status (04/21)
14A Company Application Retiree Payroll Deduction Program (04/18)
15 Retiree Return-to-Work Notification (obsolete) refer to Procedures Manual for enrollment instructions, Index 15.0
15C Retiree Change of Address Authorization - OBSOLETE (Use Form 2AC)
15CS Retiree Return-to-Work Critical Shortage Certification (12/20)
15D Direct Deposit of Benefits (12/20) - Use 11R for DROP or ILSB account withdrawals
15ELEC Return-to-Work (RTW) of TRSL Retiree - La. R.S. 11:710.1 (12/20)
15JS Addendum to Direct Deposit of Benefits - Nonspousal Joint Signer(s) (12/20)
15PA Affidavit for Power of Attorney (12/20)
16 Application for ORP or Change of Carrier (06/19)
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)
PARC Petition for TRSL Administrative Rule Adoption, Amendment, or Repeal (07/19)

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
 
Back to Top of Page