HOW DO I…?
Retiree tasks in brief
To protect your data, these tasks can be completed only by logging into your MyTRA account or by calling us:
Make address changes
Log into your MyTRA account. You can store a permanent and a temporary address in your record by selecting the “Permanent” and/or “Temporary” tabs. You can put a start and end date on a temporary address. You can also change your address by calling TRA or by mailing or faxing your written request to us.
Change a beneficiary
If you are married, call TRA to request a Post-Retirement Death Benefits for Married Members form. You and your spouse may jointly waive your spouse’s benefits so that any person, trust or organization will receive a lump-sum death benefit equal to your accumulated deductions plus interest to the date of death.
If you are single, call to request a Post-Retirement Death Benefits for Single Members form.
Report a death
It is important to call TRA to notify us of the death of a TRA member. You will need to have the member’s Social Security number or TRA number ready. We will provide information to the member’s representative about any survivor benefits. We will also request a certified copy of the death certificate, the marriage certificate of a surviving spouse, if applicable, and birth certificates for beneficiaries. Copies will be made and originals returned to you. TRA might also request name change verification.
Make a name change
If you are receiving a benefit and need to change your name due to marriage, divorce, or another reason, send TRA a copy of the legal document that shows the name change. If you need to change the name of a beneficiary, send TRA a copy of the legal document that shows the name change.
Print your 1099
Your 1099-R form shows the total amount of your annuity payments, total federal and state income tax withheld, and taxable portion of the annuity for the preceding calendar year. You can download 1099 forms from your MyTRA account by mid-January each year, and by Jan. 31 each year you will get the form by mail Your 1099 is mailed to the address we have on file for you as of Nov. 1. You may want to provide TRA with your temporary winter address if you have one.
Print an income verification letter
You can print an income verification letter from your MyTRA account. Income verification letters are requested by members, financial institutions, insurance carriers, housing authorities or other government entities. These requests verify the gross monthly benefit amount, not the member’s salary as a teacher. If TRA receives a third-party request, we require a written request and a release form, signed by the member.