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Get Tx Tcdrs-85 2018-2025
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How to fill out the TX TCDRS-85 online
The TX TCDRS-85 form is essential for retirees looking to designate a beneficiary for their retirement benefits. This guide provides clear and supportive guidance on how to fill out the form online, ensuring that every retiree can complete the process correctly and efficiently.
Follow the steps to effectively complete the TX TCDRS-85 form.
- Press the ‘Get Form’ button to obtain the form and open it in the online document editor.
- Fill out the 'Your Information' section including your employer name, account number, Social Security number, full name, mailing address, date of birth, and phone numbers. Indicate whether you have a spouse by checking the appropriate box.
- In the beneficiary designation sections, specify your primary beneficiary or beneficiaries by providing their names, Social Security numbers, dates of birth, genders, and relationships to you. You may designate up to three primary beneficiaries.
- If applicable, specify an alternate beneficiary using the corresponding sections and ensure all required information is provided.
- If your spouse is not being designated as the primary beneficiary, fill out the Spousal Consent section, which requires the signature and full name of your spouse.
- Sign and date the form to certify that all information is accurate and complete. Make sure to initial any corrections made on the document.
- Once completed, save your changes. You can then choose to download, print, or share the form according to your needs.
Complete your TX TCDRS-85 form online to ensure your beneficiary designations are accurately recorded.
Your withdrawal will be subject to a minimum 20% withholding for taxes, you may face a 10% withdrawal penalty at tax time and your withdrawal could significantly affect your income taxes. In addition, withdrawing your TCDRS account means you lose employer matching and forfeit your lifetime benefit from that account.
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