Teachers' Retirement Fund (TRF) Member Forms
Update Your Personal Information
- Change Your Address
- Change Your Beneficiary as an Active Member
- Purchase Additional Service Credit
- Purchase Prior Military Service Credit
- Submit a Forgery Affidavit
- Submit a Data Change to Your Account
- Submit a Form for Power of Attorney
- Transfer Service Credit
- Verify Your Date of Birth
- Verify Your Leave of Absence Service Credit
- Verify Your Out of State Teaching Service Credit
- Verify Your Private School Service Credit
- Verify Your Prior Indiana Service Credit
Manage Your Account
Annuity Savings Account (ASA)
- Begin or Change POST-TAX Contributions to Your ASA Account
- Begin PRE-TAX Contributions to Your ASA Account (Irrevocable)
- Calculate Your ASA Contribution Limitation (Internal Revenue Code Section 415)
- Annuity Savings Account Quarterly Member Statement Opt-In
- Change Your Investment Direction - Members can log in to their TRF Interactive account to complete their investment direction election, or call (888) 526-1687 to complete their request via phone with a customer service representative.
Rollover Savings Account (RSA)
Apply for ...
Withdrawal of Your Annuity Savings Account (ASA)
- Apply for Withdrawal of Annuity Savings Account Balance - To receive a distribution, members can log in to their TRF Interactive account to initiate their request for a distribution. Members may also call (888) 286-3544 to initiate their distribution request via phone with a customer service representative.
- Get More Information About Taxes on Your Benefit
Your Monthly Retirement Benefit
- Apply for Post-Retirement Payment of ASA Balance
Your account is subject to market changes until the date of processing, which may take 30 days. You can make daily changes to your investment elections until processing takes place. - Have Your Monthly Benefit Direct Deposited into Your Bank Account
Instructions on How to Fill Out the Direct Deposit Application - Apply for Retirement Benefits (Printable)
- Calculate Your Retirement Benefit Amount
- Download Form for Physician's Statement for a Classroom Disability Benefit
- Download Instructions for Federal Income Tax Withholding Form (Form W-4P)
- Download Form for Federal Income Tax Withholding from IRS Web site
- Download Form for State Income Tax Withholding from Indiana Commission on Public Records Web site
- Download Superintendent’s Statement for Classroom Disability Application
- Elect to Begin, Continue or Discontinue Retirement Benefits
- Request a Benefit Estimate/Change Your Beneficiary and/or Retirement Option as a Retiree or Survivor
- Get More Information About Taxes on Your Benefit
- Submit an Affidavit of Applicant for Classroom Disability Benefit
Survivor Benefits
- Apply for Direct Deposit of Survivor Benefit to a Revocable Trust
- Apply for Consent to Transfer Member Death Benefit
- Apply for Five-Year Distribution of the Annuity Savings Account as a Survivor Benefit
- Apply for Lump Sum Distribution of Survivor Benefits (Spouse)
- Apply for Surviving Dependent Pension Benefit
- Elect to Withhold Distribution Payments for Payees of Death Settlement
- Get More Information About Taxes on Your Benefit
- Report a Member's Death
- Submit Affidavit for Estate Valued at $50,000 or Less
