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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→TRS of Texas→Preparing your estate

How to designate beneficiaries at TRS of Texas

Covers 3 state-pension accounts at TRS of Texas

TRS of Texas

State Pension System · Select States

trs.texas.gov→
TRS of Texas logo

TRS Telephone Counseling Center

Phone1-800-223-8778
Mailing Address

Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714

Overnight/courier (UPS, FedEx)
4655 Mueller Blvd., Austin, TX 78723
WebsiteLearn more→

TRS Telephone Counseling Center

Phone1-800-223-8778
Mailing Address

Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714

Overnight/courier (UPS, FedEx)
4655 Mueller Blvd., Austin, TX 78723
WebsiteLearn more→

TRS Benefit Services (death and survivor benefit claims)

Phone1-800-223-8778
Toll-Free1-800-223-8778
EmailMemberCondolences@trs.texas.gov
Fax512-542-6597
Mailing Address

Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714 (overnight/courier: 4655 Mueller Blvd., Austin, TX 78723)

WebsiteNotify online→
Verified Jul 2026

Estate planning with TRS of Texas centers on two elections: the retirement option that sets a continuing survivor benefit, and the beneficiary designation for any lump-sum death benefit. Both are recorded with TRS of Texas and take precedence over a will, so reviewing them after major life changes is essential.

TRS of Texas has 3 pension benefits with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • trs.texas.gov

Data sourced from TRS of Texas primary sources (12 pages reviewed). How we research.

Download these TRS of Texas instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against TRS of Texas primary sources. Bring it to the branch or keep it beside the phone.

TRS of Texas

State Pension System · Select States

trs.texas.gov→
TRS of Texas logo

TRS Telephone Counseling Center

Phone1-800-223-8778
Mailing Address

Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714

Overnight/courier (UPS, FedEx)
4655 Mueller Blvd., Austin, TX 78723
WebsiteLearn more→

TRS Telephone Counseling Center

Phone1-800-223-8778
Mailing Address

Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714

Overnight/courier (UPS, FedEx)
4655 Mueller Blvd., Austin, TX 78723
WebsiteLearn more→

TRS Benefit Services (death and survivor benefit claims)

Phone1-800-223-8778
Toll-Free1-800-223-8778
EmailMemberCondolences@trs.texas.gov
Fax512-542-6597
Mailing Address

Teacher Retirement System of Texas, P.O. Box 149676, Austin, TX 78714 (overnight/courier: 4655 Mueller Blvd., Austin, TX 78723)

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your TRS of Texas accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Estate planning articles

Learn how to protect your TRS of Texas accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
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Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
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SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
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Is this your situation?

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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