RESOURCES

Counseling checklist-Use this checklist to help you prepare for a retirement counseling appointment.
Direct deposit form-Use this form to submit or update the direct deposit of your benefit payment.
Last day of employment form-Use this form for you and your employer acknowledge the last day of employment.
Power of attorney cover letter and form-Use these forms to submit power of attorney.
Form W-4P IRS Withholding Certificate for Periodic Pension or Annuity Payments -Use this form to elect federal tax withholding from your annuity payment
Form W-4MNP Minnesota Withholding Certificate for Pension or Annuity Payments-Use this form to elect Minnesota state tax withholding from your annuity payment, refund or lump sum beneficiary payment
Form W-4R IRS Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions-Use this form to elect a change to the default federal withholding rate from your refund or lump sum beneficiary payment

For data privacy reasons, some forms are available only by logging into your myTRA account.

Member Handbook of Benefits and Services-Use this handbook to understand all aspects of your TRA benefits throughout your career.
Disability Coverage booklet-Use this booklet to understand the disability benefit and application process.
Disability benefit application-Use this form to apply for disability with TRA.

Medical examination report (print two copies)-Use this form to submit two medical forms for disability benefit application.

Release of medical information-Use this form to allow TRA to access your medical information when applying for TRA disability benefits.

Employer certification of service separation-Completed by your employer to acknowledge separation of service.

Direct deposit form-Use this form to submit or update the direct deposit of your benefit payment.
Marriage Dissolution booklet-Use this booklet to guide you in the divorce process regarding your pension.
Retirement Process Timeline-Use this timeline to understand what you need to do to apply for retirement with TRA.
Pension basics for new teachers brochure-Use this brochure to get a first look and understanding of the TRA benefit.
Glossary of terms-Use this glossary to understand terms related to your TRA benefit.