Get Retiree Refund Application (form 7a) - Teachers Retirement System ... - Trsl

The Retiree Refund Application (Form 7A) is essential for individuals seeking a refund of their employee contributions after returning to work as a retiree. This guide provides a clear and supportive approach to completing the form online, ensuring users can navigate each step effectively.

Follow the steps to complete the Retiree Refund Application form online.

1. Use the ‘Get Form’ button to access the Retiree Refund Application and open it for editing.
2. In Section 1, provide your retiree information, including your full name (last, first, middle initial), address (street or P.O. Box, city, state, zip), daytime and evening telephone numbers, and Social Security number. Ensure all entries are printed clearly in ink or typed.
3. Move to Section 2, where you will select your distribution option. Here you can either request a direct payment to yourself or opt for a rollover into an IRA or employer plan. Make sure to check the appropriate box for your chosen method.
4. If choosing direct payment, indicate whether you prefer a paper check or direct deposit. For direct deposit, ensure you have completed the Direct Deposit for Refund of Contributions (Form 7D) and provide the necessary banking details.
5. If requesting a rollover, specify the type of receiving plan (Traditional IRA, Roth IRA, or Qualified plan) and include the details of the financial institution or plan, including the institution's name, contact person, and account number.
6. Sign the application to certify the information provided is accurate and complete. Include the date of your signature in the required format.
7. In Section 3, your employer must complete the Agency Certification. They will confirm your employment termination date and last contributions made. Ensure this section is filled out entirely and signed by an authorized representative.
8. Once you have completed the form, you can save changes, download, print, or share the application as needed.

Complete your Retiree Refund Application online today to ensure a smooth process.