Get Tn Tr-0020 2018-2026

Filling out the TN TR-0020 is an important step in applying for retirement benefits through the Tennessee Consolidated Retirement System. This guide will provide clear instructions on each section of the form to ensure a smooth and efficient application process.

Follow the steps to complete the TN TR-0020 online.

1. Click ‘Get Form’ button to access the TN TR-0020 and open it in your preferred digital editor.
2. In Section 1, complete your member information, including your Member ID, last four digits of your Social Security Number, date of birth, full name, and contact details such as mailing address, email, and phone number. Specify your last employer and select your retirement date.
3. In Section 2, provide beneficiary information. For each beneficiary, include their full name, mailing address, date of birth, Social Security Number, relationship to you, and gender. You can list up to three beneficiaries; additional beneficiaries require a separate form.
4. In Section 3, choose a payment plan election. You can select either a Single Life Annuity Plan or a Survivor Option. Ensure you select only one plan to avoid application delays.
5. In Section 4, provide direct deposit information. Indicate the type of account, the financial institution's name, routing number, and account number. If using a checking account, attach a voided check as instructed.
6. For Section 5, make your withholding selection for income tax. Choose whether to have taxes withheld, and if so, specify the amount or percentage you wish to withhold, or provide your filing status and exemptions.
7. In Section 6, sign the form and have it notarized. Do not sign until a notary is present as this is a requirement for validating your application.
8. Finally, for Section 7, your employer's payroll personnel will complete the certification. If you have been out of service for more than 60 days, you may skip certain items. Return the fully completed and signed application to your employer for processing.

Complete your TN TR-0020 online now to secure your retirement benefits.