Estate planning at TRS of Texas
How to protect 3 TRS of Texas accounts — file death claims
TRS Telephone Counseling Center
Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714
TRS Telephone Counseling Center
Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714
TRS Benefit Services (death and survivor benefit claims)
Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714 (overnight/courier: 4655 Mueller Blvd., Austin, TX 78723)
TRS of Texas is a pension system paying retirement and survivor benefits to public employees and their families. When a member or retiree dies, TRS of Texas pays a death or survivor benefit to the beneficiary on file—not through the will—so keeping that designation current is the single most important step members can take.
Beneficiary changes at TRS of Texas can be made by mail.
TRS of Texas has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to review 3 account types at TRS of Texas.
View details →When someone dies
Death claim process
7-step process, 6 required documents, and contact information for survivors.
View details →Because TRS of Texas serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from TRS of Texas primary sources (12 pages reviewed). How we research.
TRS Telephone Counseling Center
Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714
TRS Telephone Counseling Center
Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714
TRS Benefit Services (death and survivor benefit claims)
Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714 (overnight/courier: 4655 Mueller Blvd., Austin, TX 78723)
Estate planning articles
Learn how to protect your TRS of Texas accounts and other assets with trusts, beneficiary designations, and estate planning documents.
