Teachers Retirement System of Georgia

TRSGA

About Us
About TRS TRS History Mission & Vision Governance Leadership Team Board of Trustees Retirement Plans Economic Impact Residency Maps
Events
Calendar of Events New Hire Events Mid-Career Events Pre-Retirement Events Retiree Events Host an Event Suggest an Event
Newsroom
Legislation TRS News Board Meetings Publications Multimedia
Forms
All Forms Service Retirement Forms Disability Retirement Forms Refunds Purchasing/Verifying Service Credit Working After Retirement Electronic Funds Transfer Employer Forms Miscellaneous
Pension Calculator  
Swoosh-Header Event Header Image
x
Event Registration is Easy
1
Log In to
your TRS Account
2
Select the event you
wish to attend
3
Check e-mail for
registration confirmation

Forms

You are here: Home / Forms

Forms

Your computer must have Adobe Reader to view the publications. Click here if you need to install Adobe Reader on your computer.

ALL FORMS MUST BE COMPLETED IN BLACK INK.

Quick Links:


Service Retirement Forms
Form Number
Form Name
–
Affidavit of Residency
MB1
Designation of Retiring Members’ Beneficiaries
SKL – Final
Sick Leave Certification
–
Return to Work Agreement
TRS-8
Retirement Certification Report
TR-33
Partial Lump-Sum Option (PLOP) Rollover Election
13T
Special Tax Notice Regarding Lump-Sum Distributions
G-4P
State Tax Form (G-4P)
W-4P
Federal Tax Form (W-4P) 2019
Disability Retirement Forms
Form Number
Form Name
MB1
Designation of Retiring Members’ Beneficiaries
SKL – Final
Sick Leave Certification
–
Return to Work Agreement
TRS-8
Retirement Certification Report
–
Disability Retirement Packet
DB-4
Member’s List of Disability Information
DB-6
Hospital/Clinic Report
DB-3
Physician’s Report
DB-5
Psychiatrists, Psychologists, or Counselors Report
13T
Special Tax Notice Regarding Lump-Sum Distributions
W-4P
Federal Tax Form (W-4P) 2019
G-4P
State Tax Form (G-4P)
Beneficiary Forms
Form Number
Form Name
MB1
Designation of Retiring Members’ Beneficiaries
TRS-13B
Application for Beneficiary Withdrawal
–
Application for Survivor’s Benefits
–
Change of Beneficiary(ies)
–
Divorce of Retired Member – Multiple Beneficiaries
OPT4
Option 4 Beneficiary Designation (for Retirement Only)
Refunds
Form Number
Form Name
–
30-Day Waiting Period Waiver
13T
Special Tax Notice Regarding Lump-Sum Distributions
Purchasing/Verifying Service Credit
Form Number
Form Name
SKL – Final
Sick Leave Certification
TRS-3
Certification of Georgia Service
TRS-38
Certification of Georgia Private School Employment
OS-4
Out-of-State Teaching Certification
–
Declining Service Purchase
TRS-34
Request for a Direct Rollover
TRS-35
Request for an Indirect Rollover
Working After Retirement
Form Number
Form Name
–
Retirees Suspending or Terminating Benefits
TR-47
Employment Verification for a Retiree Returning to Work
Electronic Funds Transfer (EFT…aka Direct Deposit)
Form Number
Form Name
TR-21
Request for Electronic Funds Transfer (EFT) of Retirement Benefit
Employer Forms
Form Number
Form Name
TRS-8
Retirement Certification Report
–
Correction Advice Form CA-3
TR-28
Address Verification
Miscellaneous
Form Number
Form Name
TRS-2B
Multiple Change Request for Active Members Only
TR-28
Address Verification
TR-30
Certification and Information Release Authorization
TR-44
Election to Discontinue Monthly Contributions
TR-45
Contact Authorization – RETIREES ONLY
TR-43
Election to Decline TRS Membership
TR-52
Membership Election for Vested Members of TRS or ERS
TR-53
Regents Optional Retirement Plan Election
TR-54
Waiver of 65/40 Mandatory Requirements