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RESOURCES

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

  • 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 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​

TRA works with the Legislative Commission on Pensions and Retirement (LCPR) on pension policy. Go to the LCPR website for info.