Commonly used TRS forms for updating beneficiaries, beginning the retirement process, and more.
FORM NUMBER | FOR USE BY | TITLE |
All Members | Identification Affidavit for MyTRS | |
All Members | Verification of Oklahoma Service for Back Payment | |
Optional Personnel | TRS Participation Election Form (for non-classified optional employees) | |
Retired Members | Personal Data Form (update name or address) | |
Active Members | Beneficiary Designation Form (for non-retired members) | |
Retired Members | Beneficiary Designation Form (for retired members) | |
| Affidavit for 1099R | All Members | Affidavit for Receipt of 1099R regarding Deceased TRS Member |
Active Members | Pre-Retirement Information Verification Form | |
Retiring / Retired Members | Federal and State Withholding forms for Periodic Pension or Annuity Payments | |
| Members Receiving a Lump Sum | Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Do not use for monthly benefits) | |
TRS FORM 5 | Retired Members | Authorization for Direct Deposit Form (*Please contact TRS to request this form) |
Active Members | Verification of Unused Sick Leave Form | |
Active Members | Verification of Military Service for Purchase Form | |
Active Members | Verification of Out-of-State Service for Purchase Form | |
Active Members | Verification of Oklahoma Service for Purchase Form | |
All Members | Common Law Statement of Marriage | |
All Members | Qualified Domestic Order (QDO) Form |