How to designate beneficiaries at TRS of Texas
Covers 3 state-pension accounts at TRS of Texas
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 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.
Sources
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 estateA 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 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)
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