Get Request For Estimate Of Retirement Benefits_trs Form 18 - Shsu

Completing the Request For Estimate Of Retirement Benefits_TRS Form 18 - Shsu is essential for individuals seeking to understand their retirement benefits. This user-friendly guide will provide you with clear, step-by-step instructions to fill out the form accurately and efficiently in an online environment.

Follow the steps to fill out the form online.

1. Click ‘Get Form’ button to access the form and open it in your digital document editor.
2. Begin by entering your name in the designated field, ensuring that you select the appropriate title (Mr., Mrs., Miss, or Ms.) from the provided options.
3. Input your Social Security number in the respective field and provide your complete mailing address, including city, state, and zip code.
4. Fill in your work phone number and home phone number. Make sure to include area codes as necessary.
5. Enter your date of birth to verify eligibility and proceed to indicate your marital status by selecting one of the options: single, married, divorced, or widowed.
6. In the section regarding beneficiaries, specify whom you intend to designate as your beneficiary upon retirement. Provide their date of birth and relationship to you.
7. Indicate whether the beneficiary is a member of the Teacher Retirement System (TRS) and, if so, provide their Social Security number.
8. Next, answer whether you are retiring due to a permanent disability by selecting 'Yes' or 'No'.
9. Fill in your school district and the position(s) you have held during your employment.
10. Indicate if you have changed positions in the last five years and provide details about your former position and date of change if applicable.
11. Specify how many months and days you typically work each school year and confirm if you work at a year-round school, including details about any multi-track system.
12. Provide the beginning and ending dates of your service for the current school year, along with your annual compensation.
13. Indicate the total years of service in Texas public education, including the current year.
14. Answer whether you have any unpaid special service to purchase and specify the type if applicable.
15. Confirm if you have an active or withdrawn account with the Employees Retirement System (ERS) or any other Texas public retirement system.
16. Once all sections are completed, provide your signature and date at the bottom of the form. Ensure that all information is accurate and complete.
17. Finally, save any changes made to the form and choose to download, print, or share your completed Request For Estimate Of Retirement Benefits_TRS Form 18 - Shsu.

Complete your Request For Estimate Of Retirement Benefits_TRS Form 18 - Shsu online today!