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Teachers Retirement System of Georgia

TRSGA

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    • Forms

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    Forms

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    ALL FORMS MUST BE COMPLETED IN BLACK INK.

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    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
    –
    Special Tax Notice Regarding PLOP
    13T
    Special Tax Notice & Rollover Information
    W-4P
    Federal Tax Form (W-4P) 2016
    G-4P
    State Tax Form (G-4P)
    W-4P
    Federal Tax Form (W-4P) 2017
    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 & Rollover Information
    W-4P
    Federal Tax Form (W-4P) 2017
    G-4P
    State Tax Form (G-4P)
    W-4P
    Federal Tax Form (W-4P) 2017
    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 & Rollover Information
    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
    –
    Summary of Monthly Reports
    –
    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