Get Request For Estimate Of Retirement Benefits Trs Form 18 - Trs State Tx

The Request For Estimate Of Retirement Benefits TRS Form 18 is an essential document for Texas educators seeking to estimate their retirement benefits. This guide provides a clear, step-by-step approach to filling out the form online, ensuring that users can navigate the process with ease.

Follow the steps to complete the form online effectively.

1. Click the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. In the personal information section, enter your full name, address, telephone number, and Social Security number. Ensure that the details are accurate to avoid processing delays.
3. Provide your date of birth, current address, and proposed retirement date(s) where indicated.
4. Select whether you want to receive a retirement estimate only or a full retirement packet by checking the appropriate box.
5. Indicate if you are retiring due to a permanent disability by selecting 'Yes' or 'No'.
6. Enter the name of the person you plan to designate as a beneficiary at retirement, their relationship to you, and their date of birth.
7. Confirm if your beneficiary is a TRS member by selecting 'Yes' or 'No'. If 'Yes', provide their Social Security number.
8. State whether you are currently employed by a TRS-covered employer and describe your most recent position.
9. If applicable, check all types of unpaid service credit you wish to purchase from the provided list.
10. Indicate if you have contributed to any other Texas public retirement systems by checking any that apply.
11. Acknowledge that the form does not constitute an official application for retirement by signing and dating the form.
12. Once completed, save your changes, then download, print, or share the form as needed.

Complete your Request For Estimate Of Retirement Benefits TRS Form 18 online today.