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ALL FORMS MUST BE COMPLETED IN BLACK INK.
View by Form Number or Form Name or Form Subject
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) 2016
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) - Retiree
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
Summarization 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