Forms

Commonly used TRS forms for updating beneficiaries, beginning the retirement process, and more.

Please note that TRS does not accept electronically signed documents.

Form Number	For Use By	Title
TRS ELECTION FORM	Optional Personnel	TRS Participation Election Form (for non-classified optional employees)
TRS FORM 1A	Active Members	Personal Data Form (update name, position, etc.)
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)
TRS FORM 3	Active Members	Pre-Retirement Information Verification Form
TRS FORM 4	Retired Members	Tax Withholding Form
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 10	Retired Members	Return to Employment Under Senate Bill 267 (2021) 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

Last Modified on Aug 08, 2022