Accessing files from myTRA
Individuals with myTRA online accounts can access, download, and complete a variety of forms to manage aspects of their TRA membership and benefits. Once completed, forms are returned to TRA by mail, via fax, or through the document upload portal in myTRA.
Additionally, TRA stakeholders can find informational documents and annual updates in their myTRA accounts.
Available files
While most of TRA’s documents are provided to stakeholders exclusively through myTRA, the following files are posted to this site:
- Data request forms and guidance
- Divorce forms (member and retiree links below)
- Power of attorney forms (member and retiree links below)
Browse resources by member or benefit recipient status:
These materials are available in myTRA for individuals who are not yet receiving annuity or disability benefits:
- annual statements,
- applications,
- beneficiary designation forms,
- tax forms, and more.
These materials are available in myTRA for stakeholders who are receiving annuity payments:
- annual increase letters (if applicable),
- beneficiary designation forms,
- power of attorney forms,
- tax forms, and more.
These materials are available in myTRA for individuals who are receiving disability benefit payments:
- annual increase letters (if applicable),
- beneficiary designation forms,
- power of attorney forms,
- tax forms, and more.
These materials are available in myTRA for designated beneficiaries entitled to TRA benefits following the deaths of plan participants:
- annual increase letters (if applicable),
- direct deposit agreements,
- tax forms, and more.
Tax forms
Individuals seeking to change their federal or Minnesota state tax withholding may complete and submit official tax forms to TRA. Form W-4P and Form W4-R are created and maintained by the IRS, while Form W-4MNP is created and maintained by the Minnesota Department of Revenue.
Visit the websites linked below to find the tax forms.
- 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-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.
- Form W-4 MNP, Minnesota Withholding Certificate for Retirement Account, Pension, or Commercial Annuity Payments
- Use this form to elect Minnesota state tax withholding from your annuity payment, refund, or lump-sum beneficiary payment.
Contact us
Contact TRA if you have general questions, would like a specific document mailed to you, or experience difficulties finding a resource within myTRA.
TRA staff do not offer financial, legal, or tax advice.
