Get Tn Tr-0020 2012-2025

The TN TR-0020 is the application form for retirement benefits offered by the Tennessee Consolidated Retirement System. This guide provides comprehensive, step-by-step instructions on how to complete the form correctly when filing online.

Follow the steps to complete your TN TR-0020 application effectively.

1. Click the ‘Get Form’ button to access the TN TR-0020 and open it in your preferred online document editor.
2. Begin by filling out Section 1, Member Information. Provide your Social Security number, date of birth, full name, mailing address, email, home phone number, last employer, title of position, and important dates such as retirement date and employment termination date.
3. Proceed to Section 2, Payment Plan Election. Select one payment plan that best suits your retirement needs. Ensure that you do not select more than one to avoid delays.
4. In Section 3, complete the Beneficiary Information. Designate a beneficiary who will receive benefits upon your death. You will need to include their full name, mailing address, date of birth, relationship, Social Security number, and gender.
5. Next, navigate to Section 4, Withholding Selection. Decide if you want income tax withheld from your pension and provide the necessary withholding information based on your preference.
6. Follow up with Section 5, Member Signature. Here, attest to your citizenship status and ensure your signature and date are provided. Remember to include any required documentation related to your citizenship.
7. In Section 6, provide your Direct Deposit Information. Enter your type of account, routing number, and account number. If applicable, attach a voided check.
8. Complete Section 7 by requesting your employer to certify the verification needed for your application. They will fill in the required payroll information.
9. Finally, review the entire form for accuracy, save your changes, and consider downloading or printing the completed TN TR-0020 for your records before submitting it.

Complete your TN TR-0020 application online today to take the next step towards your retirement benefits.