Get How To Complete Membership Form Tennessee Department Of Treasury

Completing the How To Complete Membership Form for the Tennessee Department of Treasury is an essential step for new members of the Tennessee Consolidated Retirement System. This guide offers detailed instructions to ensure you accurately fill out the form, providing you with a hassle-free online filing experience.

Follow the steps to successfully complete the membership form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the member information section, enter your social security number, birth date, last name, first name, sex, and address. Ensure that all information is legibly filled in black ink, as this is critical for processing.
3. Provide your city, state, zip code, home telephone, and work telephone number. This personal contact information is important for the agency to reach you if needed.
4. Indicate your membership date and department code. Additionally, select your employment status by checking the appropriate box (e.g., full-time, part-time, seasonal, or temporary). If you are a teacher, specify the total months worked per year.
5. Complete the retirement type and provide the employment date. If applicable, input the date when the first deduction will be made. Also, mention any emergency hours per day and days per week if relevant.
6. In the previous employment section, list any state or local retirement systems you have been a member of, along with the names under which you were listed. Answer the questions regarding whether you have received any refunds or benefits from TCRS.
7. Complete the beneficiary designation section by providing the last name, first name, relationship, sex, birth date, and taxpayer I.D. of your beneficiary or institution.
8. Sign and date the form at the bottom. Ensure you legibly fill in your address and include your social security number where indicated.
9. After filling out the entire form, make two copies for your records: one for the TCRS, one for your agency, and the last for yourself.
10. Finally, review the completed form for any errors, and then save changes or print the form as needed before submission.

Begin your online process now and complete your membership form efficiently.