Teachers Retirement System of Georgia

TRSGA

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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
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