Estate planning and settlement at TRS of Texas
Name beneficiaries online and report a death at 1-800-223-8778
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 online, in branch, and by mail.
TRS of Texas has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 3 account types at TRS of Texas.
Preparing your estate →Death claim process
Report the death to TRS of Texas' Pension Member Services at 1-800-223-8778. The page lists the steps and the documents to send.
When someone dies →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 (14 pages reviewed). How we research.
TRS of Texas customer support
Pension Member Services (TRS Telephone Counseling Center)
Phone
Texas Relay for the hearing impaired (or dial 711)
Health and Insurance Benefits (TRS-Care and TRS-ActiveCare)
Automated telephone information
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your TRS of Texas accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
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Will My Estate Documents Transfer?
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How Much Does a Revocable Living Trust Cost?
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How Much Does a Will Cost?
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Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
