Retirement Application & Supplemental Forms

The Retirement Application, Form 108, is only available via mail from TRS. Please call our office to request an application.

Authorization for

Electronic Deposit, Form 114

Deduction of Health Insurance Premiums, Form 117

Withholding

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

Montana State Withholding Certificate, Form 115

Beneficiary Designation

Beneficiary Designation Attachment for Election of Normal Form or Period Certain and Life (10 or 20 Year) Retirement Allowance, Form 123B

Termination

Certification of Termination of Employment (Employer Certification Required), Form 144

Retirement Termination Pay (Employer Certification Required), Form 113

TPIEF: Termination Pay Irrevocable Election (with attached Termination Pay Fact Sheet, must print all pages), Form 129