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
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)
Affidavit for 1099R	All Members	Affidavit for Receipt of 1099R regarding Deceased TRS Member
TRS FORM 3	Active Members	Pre-Retirement Information Verification Form
OK W-4P FEDERAL W-4P	Retiring / Retired Members	Federal and State Withholding forms for Periodic Pension or Annuity Payments
OK-W-4-R IRS W-4R	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)
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

Last Modified on Oct 30, 2023