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TRS Information Handbook


Complete TRS Information Handbook

Download complete handbook [PDF 11.3M]

Table of Contents

Table of Contents [PDF 866K]

Introduction & General Information

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Introduction to the TRS Defined Benefit Plan
Administration of the TRS
Funding of the TRS DB Plan
Appeals

Services for TRS Members

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Retirement and Benefits
Member Services Online
Counseling Services
Communicating with the TRS
Confidentiality of Records

Membership

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Who is a Member of the TRS DB Plan?
Membership Tiers
Simultaneous TRS and PERS Credit
Contributions
1% Supplemental Contributions Provision
Refunds
Time Limit for Refund or Benefit
Tax Considerations
Annual Statement
Beneficiary Designation

Service Credit

Download Service Credit section [PDF 1.1M]
Membership Service Credit
Reinstatement of Refunded Service
Sabbatical Leave Credit
Claimed Service
Leave Without Pay
Bureau of Indian Affairs (BIA ) Service Credit
Outside Service Credit
Call to Active Duty Military Service
Claim for Prior Military Service
Claiming Simultaneous PERS and TRS Service
Indebtedness Payments

Disability Benefits

Download Disability Benefits section [PDF 618K]
Converting to a Normal Retirement Benefit

Death Benefits

Download Death Benefits section [PDF 536K]
Nonoccupational Death Before Retirement
Occupational Death Before Retirement
1% Supplemental Contributions Provision
Death Benefit Payments
Death Benefits for Retired / Deferred Vested Members

Pension Benefits

Download Pension Benefits section [PDF 1.5M]
Vesting
Minimum Requirements for Age-Based Retirement
Minimum Requirements for Service-Based Retirement
Pension Benefit Calculation
Retirement Benefit Options
Joint and Survivor Options
Rights of Spouses and Dependents
Refund Rights
Establishing Benefit Entitlement
How to Apply for Benefits
Pension Benefit Payments
Minimum Benefit
Conditional Service Benefit
Public Service Benefit
Duplicate Benefits
TRS and Your Social Security Pension Benefits
After-Retirement Benefit Increases
Unused Sick Leave

Retiree Health Benefits

Download Retiree Health Benefits section [PDF 554K]
Medical Coverage at Retirement
Optional Health and Life Plans
Medicare and Your TRS Medical Coverage

Working After Retirement

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Standard Option
Waiver Option
Retirement Incentive Programs
Exceptions

Divorce, Taxes, and Other Legal Issues

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Divorce
Local, State, and Federal Taxes
Other Legal Issues

Appendix

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Early Retirement Factors
Joint and Survivor Options
Joint and Survivor Option Examples
Indebtedness Factors
Publication Resources

Glossary

Download Glossary [PDF 51.5M]

Index

Download Index [PDF 1.0M]

Posted 2011 TRS Handbook Web Edition 1/17/2012