Teachers' Retirement Fund (TRF) Member Forms

Update Your Personal Information

• Affidavit for Court-Appointed Guardian of a Surviving Dependent Pension Benefit
• Change Your Beneficiary as an Active Member
• Purchase Additional Service Credit
• Purchase Out of State Service Credit
• Purchase Prior Military Service Credit
• Submit a Forgery Affidavit
• Submit a Data Change to Your Account
• 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
• Change Your Investment Direction - Members can log in to their online account to complete their investment direction election, or call (844) GO-INPRS to complete their request via phone with a customer service representative.

Rollover Savings Account (RSA)

• Transfer Funds from an Outside Account into a TRF RSA
• Download the Rollover Acceptance Form

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 online account to initiate their request for a distribution. Members may also call (844) GO-INPRS to initiate their distribution request via phone with a customer service representative.
• Get More Information About Taxes on Your Benefit

Your Monthly Retirement Benefit​

• Looking for the PERF/TRF Retirement Application? Click here for more information.
• Download Form for Physician's Statement for a Classroom Disability Benefit
• Download Superintendent’s Statement for Classroom Disability Application
• Elect to Begin, Continue or Discontinue Retirement Benefits
• For retirees: Get a preliminary estimate of your monthly benefit amount if you change your survivor beneficiary and/or retirement option
• For retirees: Change Your Beneficiary, Survivor Beneficiary and/or Retirement Option
• Get More Information About Taxes on Your Benefit
• Submit an Affidavit of Applicant for Classroom Disability Benefit

Survivor Benefits

• Report a Member's Death
• Apply for Direct Deposit of Survivor Benefit to a Revocable Trust
• Apply for Surviving Dependent Pension Benefit
• Apply for a Lump Sum Distribution (Spouse)
• Elect a 5-Year Distribution of Pension (Surviving Beneficiary)
• Withholding Election for Payees of Death Settlement or Distribution Payments
• Get More Information About Taxes on Your Benefit
• Submit Affidavit for Estate Valued at $50,000 or Less

Other

• Authorize TRF to Release Your Confidential Information
• Get a Sample IRS Determination Letter: TRF Pre-1996 Plan | TRF 1996 Plan
• Submit a Consent Form for the Social Security Administration to Release Benefit Information to TRF