Skip to main content Skip to main menu
  • Contact Us | Staff Directory
  • Login
Teachers' Retirement System Logo
Login
  • Active Members
    Toggle Dropdown
    Understand Your Benefits Substitute, Paras, Coaches, and Part-time Early and Mid-Career Care for your Account Retirement Planning Applying for Retirement Videos and Events Job and Life Changes
  • Benefit Recipients
    Toggle Dropdown
    Retirees Survivors and Alternate Payees Working After Retirement Life Changes Guaranteed Annual Benefit Adjustment Tax Forms and Withholding
  • Employers
    Toggle Dropdown
    Reporting Requirements Contribution Rates Working Retirees and ICs GASB Reports Memos and Bulletins Training Resources and FAQs
  • Forms & Publications
    Toggle Dropdown
    Active Member Forms Retirement Application with Supplemental Forms Retired and Benefit Recipient Forms Employer Forms Fact Sheets Member Handbook Newsletter Actuarial and Financial Info
  • About TRS
    Toggle Dropdown
    What We Do Governing Laws Legislative Updates Financial and Actuarial Reports Public Information Requests Glossary of Terms
  • Board
    Toggle Dropdown
    Board Members Meetings Minutes Archive Policies Strategic Planning
  • Contact Us | Staff Directory
    Forms and Publications
  • Active Member Forms
  • Retirement Application and Supplemental Forms
  • Retired Member and Benefit Recipient Forms
  • Employer Forms
  • Handbooks
  • Newsletter
  • Actuarial and Financial Information
    • Fact Sheets

retired-benefit-recipient-forms

Retired Member & Benefit Recipient Forms

Authorization For

Deduction of Health Insurance Premiums, Form 117

Release of Information, Form 136

Change of

Mailing Address, Form 116

Name, Form 029

Post Retirement Work

Retired Member Application to Return to Work, Form 143EE 
Pursuant to 19-20-732 MCA

Employer Certification to Employ a Retired Member, Form 143ER
Pursuant to 19-20-732 MCA

Retired Member's and Employer's Notice of Post Retirement Employment, Form 146

Deposit and Withholding

Electronic Deposit Application, Form 114

Montana State Withholding Certificate, Form 115

IRS Withholding Certificate for Periodic Pension or Annuity Payments, Form W-4P

Superintendent Membership

County Superintendent Membership Election, Form 134

Montana Teachers' Retirement System

  • 100 N Park Ave, Suite 110 in downtown Helena
  • Mailing address: PO Box 200139, Helena, MT 59620
  • Phone: (406) 444-3134 or (866) 600-4045 toll free
  • Fax: (406) 444-2641

Office Hours

  • 8:00 am - 5:00 pm Monday-Friday (except State holidays)
  • Contact Us
  • TRS Administrative Rules
  • Request Public Information