Get Application By Spouse For Refund Of Deceased Member's ... - Trsl

Filling out the Application By Spouse For Refund Of Deceased Member's Contributions with the Teachers' Retirement System of Louisiana (TRSL) is a crucial step for beneficiaries seeking to reclaim contributions. This guide will provide you with clear and supportive instructions on how to complete the application online.

Follow the steps to complete your application accurately.

1. Click the ‘Get Form’ button to obtain the application form and open it in your preferred editor.
2. Begin by entering the deceased member information in Section 1. Provide the last name, first name, middle initial, suffix, Social Security number, and date of death in the specified format (mm-dd-yyyy).
3. Proceed to Section 2, where you will fill in your information as the beneficiary. Input your name, Social Security number, address, date of birth, and telephone numbers for both daytime and evening contacts.
4. In Section 3, select your payment option. You must choose whether to receive your distribution directly, roll it over into an IRA or qualified plan, or partially roll over and receive a balance directly. Make sure to understand the tax implications associated with each choice.
5. Move to Section 4 to specify the financial institution for the rollover if applicable. Indicate the type of IRA or qualified plan and provide the institution's name, contact person, mailing address, telephone number, and account number.
6. Finally, complete Section 5 with your signature and the date signed, confirming that the information you provided is accurate and complete.
7. After filling out all sections, review your application for any errors. Once confirmed, you can save your changes, download, print, or share the completed form as needed.

Take the first step today by completing your application online.