--------------------The United Federation of Teachers in District 11 -------------------------------------Alice Cooper-Jackson, District Representative---------------------

Pension Brochures

Tiers III/IV Summary Plan Description 
Tiers III/IV Summary Plan Description Update [pdf] 
Member's Companion [pdf]
Retiree's Companion [pdf]
QAS Information Sheet [pdf]
In-Service News [pdf]
Benefits Report [pdf]

Pension Topics Explained

For your reference, the date noted after each listing indicates when the document was last updated.

 

TRS Membership Series

Topic 1: The ABC's at TRS (Code 1.1) (6/07)  
Topic 2: Tiers and Membership Numbers (Code 1.2) (3/02)  
Topic 3: Separating from Service (Code 1.3) (8/01)  
Topic 4: Tier Comparison (Code 1.4) (6/99)
Topic 5: A Guide to TRS Benefits for Paraprofessionals (Code 1.5) (3/01) 
Topic 6: Understanding TRS' Financial and Accounting Terms (Code 1.6) (3/00)
 

TRS Communications Series

Topic 1: Contacting TRS (Code 2.1) (9/03)
Topic 2: Using the TRS Service Line: Main Menu (Code 2.2) (10/03)  
Topic 3: Using the TRS Service Line: Frequently Asked Questions (Code 2.3) (9/04)
Topic 4: Using the TRS Service Line: Publications & Forms (Code 2.4) (9/04)
Topic 5: Using the TRS Website (Code 2.5) (9/06)  
Topic 6: Using "My TRS Account" on the TRS Website (Code 2.6) (9/06)  

Service Credit Series

Topic 1: Leaves of Absence Without Pay (Code 3.1)  (currently unavailable)
Topic 2: Service Credit Equivalency Guidelines (Code 3.2) (6/00)  
Topic 3: Service Credit for Tier I/II Members (Code 3.3)  (currently unavailable)
Topic 4: Multiple Employment Membership Status (Code 3.4) (10/98)
Topic 5: Service Purchase for Tiers III/IV Members (Code 3.5) (8/05)
Topic 6: Chapter 126 Credit for Tier I/II Members (Code 3.6) (7/01)  

Loans Series

Topic 1: QPP Loans (Code 4.1) (6/06)  
Topic 2: TDA Loans (Code 4.2) (6/06)  
Topic 3: QPP Loans vs. TDA Loans: Tiers I/II (Code 4.3) (3/02)  
Topic 4: QPP Loans vs. TDA Loans: Tiers III/IV (Code 4.4)  (3/02)  

TDA Series

Topic 2: TDA Options at Retirement (Code 5.2) (3/02)
Topic 3: TDA Deferral Status (Code 5.3) (4/99)
Topic 4: Required Minimum Distributions for Members (Code 5.4) (4/07)

Distribution Series

Topic 1: Withdrawals, Rollovers, & Transfers (Code 6.1) (currently unavailable)
Topic 2: Beneficiary's Guide to Death Benefits (Code 6.2) (9/04)
Topic 3: 1099 Forms (Code 6.3) (3/07)  
Topic 4: The Effect of Divorce on TRS Benefits (Code 6.4) (6/04)                 

Service Retirement Series

Topic 1: Service Retirement Plans and Benefits for Tiers I/II (Code 7.1) (9/03)
Topic 2: Service Retirement Plans and Benefits for Tiers III/IV (Code 7.2) (9/03)
Topic 3: Retirement Payment Options: Tiers I/II and TDA Annuitization Options (Code 7.3) (2/04)
Topic 4: Retirement Payment Options: Tiers III/IV (Code 7.4) (7/00)
Topic 5: Common Retirement Questions (Code 7.5) (3/07) 
Topic 6: Guide for TRS Members Considering Retirement (Code 7.6) (currently unavailable)
Topic 7: Advance Payments (Code 7.7) (3/07)  
Topic 8: Guide to Investment Elections at Retirement (Code 7.8) (7/03)

Disability Retirement Series

Topic 1: Ordinary Disability Retirement (Code 8.1) (9/03)
Topic 2: Accident Disability Retirement (Code 8.2) (12/04)
Topic 4: Lump-Sum Disability Benefit (Code 8.4) (9/03)

Post-Retirement Series

 Topic 1: Information About Post-Retirement (Code 9.1) (4/99)
Topic 2: Electronic Fund Transfer (Code 9.2) (4/07)  
Topic 3: Earnings After Retirement (Code 9.3) (3/07)  
Topic 4: Social Security Benefits (Code 9.4) (1/07)
Topic 5: Reading Your Retirement Allowance Check Stub (Code 9.5) (3/07)
Topic 6: Reading Your EFT Quarterly Statement (Code 9.6) (6/07)

Statements Series

Topic 2: Understanding Your Benefits Letter: Tiers I/II (Code 10.2) (4/07)  
Topic 3: Understanding Your Benefits Letter: Tiers III/IV (Code 10.3) (4/07)