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TDA WITHDRAWAL APPLICATION FOR BENEFICIARIES FOR WITHDRAWAL/DISTRIBUTION OF FUNDS FROM THE TAX-DEFERRED ANNUITY (TDA) PROGRAM INSTRUCTIONS PLEASE READ CAREFULLY Please file this application in the.

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Related content

TRS Operations During Coronavirus (COVID-19)...
To apply for a TDA withdrawal under the CARES Act provisions, members must ... log in to...
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TDA Program Summary
not pay any taxes on your contributions or your earnings until you withdraw your funds...
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Membership Withdrawal Forms Call our Hotline at (800) 782-0289 to request forms be mailed to you. Includes After-Tax Contributions Amount (only) if applicable and Tax Notice Regarding Withdrawal of Contributions (REF-7.1). If filed, must submit with Application for Withdrawal From Membership (REF-7A).

Obtain the Application for Refund form (TRS 6) and Special Tax Notice Regarding Rollover Options under TRS from the TRS website or by calling the TRS Automated Telephone System at 1-800-223-8778. ... Read and complete the Application for Refund form (TRS 6), sign the form, and have it notarized.

The Tax-Deferred Annuity (TDA) Plan allows you to save for retirement through the convenience of easy payroll deduction and reduce your taxable income – now or in retirement with two ways to contribute.

Once you have terminated all employment, you may then withdraw your accumulated contributions and interest in your member account. Once you have terminated your employment if you want a refund of your TRS contributions you must complete a form TRS 6 “Application for Refund.”

Generally, the maximum pension payable to Tier 1 and 2 members (with two years of credit under the Benefit Enhancement law) is 79% of final average salary. For members retiring under Tiers 4 and 5, the pension for 30 years of service is 60% of final average salary.

If you are not vested, your TRS membership will expire 7 school years after you separate from service. In that case, you will have to withdraw all of your TRS funds and will not receive retirement income from TRS. Once you are vested and meet age requirements, you qualify for service retirement under the QPP.

If your membership is terminated, your service credit will be canceled and your accumulated contributions will no longer accrue interest. You may leave your accumulated contributions with TRS and earn interest at a rate of 2 percent per year.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232