Forms that are fillable will highlight the fields that are fillable when opened. Many forms require signature(s) and any required signatures will need to be obtained after printing out the completed form. Teachers’ Retirement System (TRS) Not sure which plan you’re in? Street Address 201 South Union Street Montgomery, Alabama 36104 Mailing Address P. O. Teachers’ Retirement System of the City of New York trs. You must complete and sign the form TRS 6A indicating the amount that you wish to roll over. Refer to the Special Tax Notice Regarding Your Rollover Options Under the Teacher Retirement System of Texas included with the Requesting a Refund packet for additional information as you consider whether to roll over your refund. • Members (and spouse beneficiaries) may directly roll over all or part of their TDA withdrawal into one or more eligible successor programs (i.e., Individual Retirement Arrangements (IRAs) or 401(k) Plans). Jordan will report $10,000 as a nontaxable rollover and $2,000 as taxes paid. Standard authorization form to request and authorize Aetna to disclose protected health information (PHI). Forms. Plan 1 Membership established before October 1, 1977 [full plan definition]. If Jordan decides to roll over the full $10,000, she must contribute $2,000 from other sources. The forms can be downloaded and printed; and the electronic and online versions of some forms can be completed and submitted to TRS through our website, if you are logged in. • This form may be canceled within 30 days only if you file a “Request for Withdrawal of Form/Application” (code MI5) with TRS; you may subsequently file a new “QPP Direct Rollover Election Form.” TRS would implement the elections If you elect #2, TRS will distribute your benefit by a combination of two methods: 1) Direct Payment by check and 2) Direct Rollover to the Inherited IRA that you name. Www. 877.517.0020 Forms by Numerical Order NOTE: If you are requesting a refund related to the CARES Act of 2020, please contact our Accounting Department at 225-925-6446 or toll-free (outside the Baton Rouge calling area) at 1-877-275-8775. If you roll over the full amount of any eligible rollover distribution you receive (the actual amount received plus the 20% that was withheld - $10,000 in the example above): Distribution of Payment Election: If you are unsure about the information to provide in this section, please contact our • Please note that TRS’ receipt of this form does not constitute a valid filing unless this form is … Address: City: State: Zip Code: Direct Rollover/Direct Payment Election Form for a Member or a Beneficiary of an Eligible Rollover Distribution. Form 6025 Revised 09/2020. Any minimum distributions required would not be eligible for rollover. Under the Teacher Retirement System of Texas attached to form TRS 6. The representative of the company (plan administrator) accepting the roll-over must also sign the form certifying that the plan is eligible to receive funds from your TRS account. Attending Physician Statement Form If you are applying for coverage for a dependent over age 26, this form must be completed and submitted with your enrollment application for TRS-ActiveCare. Incoming Direct Rollover Form Use this form to request a direct rollover of your assets from your previous employer’s retirement plan (401(a), 401(k), Governmental 457(b), 403(b), Federal Thrift Savings) to your Commonwealth of Virginia 457 Deferred Compensation Plan. If you elect #1, TRS will directly roll over 100% of your eligible benefit to the Inherited IRA that you name. roll over any annuity accumulations that are in excess of those required to fund a full retirement benefit. Box 302150 Montgomery, Alabama 36130-2150. Get And Sign Trs6a Form . 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