Get Interactive Pdf Form - Texas Pension Review Board

Filling out the Interactive PDF Form for the Texas Pension Review Board can be a straightforward process when you follow the appropriate steps. This guide is designed to help you navigate through each section of the form with ease.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to download the Interactive PDF Form. Open the downloaded form in your PDF editor to begin filling it out.
2. Start with the Pension System Registration section. Provide the name and mailing address of the retirement system, along with the contact information of key personnel, including their phone numbers and email addresses.
3. In the System Background Information area, specify the applicable plan statute and the year the plan was created. Indicate whether employees are covered by Social Security and check the relevant benefit types.
4. Complete the Retirement System Governing Body section by naming governing body members, including their positions and phone numbers. Attach additional sheets if you need to report more than six members.
5. In the Certification section, the authorizing person must provide their signature, printed name, and the date. Include the names of any other contributors to the form where required.
6. Proceed to fill out the Financial Background Data section, making sure to accurately report all financial figures, including assets and liabilities.
7. Complete the Actuarial Report section by providing information about the actuarial firm and the relevant actuarial valuations, rates, and assumptions.
8. After completing all relevant sections, save your changes. You may then choose to download, print, or share the completed form as necessary.

Get started on completing the Interactive PDF Form for the Texas Pension Review Board online today!