Forms

FORM NUMBER

FOR USE BY

TITLE

IDENTIFICATION AFFIDAVIT

All Members

Identification Affidavit for MyTRS

BACK PAYMENT

All Members

Verification of Oklahoma Service for Back Payment

TRS ELECTION FORM

Optional Personnel

TRS Participation Election Form (for non-classified optional employees)

TRS FORM 1R

Retired Members

Personal Data Form (update name or address)

TRS FORM 2A

Active Members

Beneficiary Designation Form (for non-retired members)

TRS FORM 2R

Retired Members

Beneficiary Designation Form (for retired members)

All Members

Affidavit for Receipt of 1099R regarding Deceased TRS Member

TRS FORM 3

Active Members

Pre-Retirement Information Verification Form

OK W-4P

IRS W-4P

Retiring / Retired Members

OK-W-4-R

IRS W-4R

TRS FORM 5

Retired Members

Authorization for Direct Deposit Form (*Please contact TRS to request this form)

TRS FORM 6

Active Members

Verification of Unused Sick Leave Form

TRS FORM 7

Active Members

Verification of Military Service for Purchase Form

TRS FORM 8

Active Members

Verification of Out-of-State Service for Purchase Form

TRS FORM 9

Active Members

Verification of Oklahoma Service for Purchase Form

TRS FORM 11

Beneficiary(ies)

Affidavit of Heirship and Corroborating Affidavit

TRS FORM 12

All Members

Common Law Statement of Marriage

TRS FORM QDO

All Members

Qualified Domestic Order (QDO) Form