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Beneficiaries

Accidental Death Benefit

Application for COVID-19 Accidental Death Benefit (code DB301)
COVID-19 Medical Certification A: Date of Onset (To Be Completed by a Medical Professional) (code DB303)
COVID-19 Medical Certification B: Cause of Death (To Be Completed by a Medical Professional) (code DB304)

Beneficiary Designations

You can designate beneficiaries when you log in with your claim code to file a death benefit claim online.

Claims/Information

Please log in with your claim code to file a death benefit claim online.

Beneficiary's Change of Address Form (code DM14)
Request for Withdrawal of Form/Application/Online Filing (code MI5)
Beneficiary's Consent Form for Changes under Section 13-565(c) (code SD27)

Investments

TDA Investment Election Change Form (for Beneficiaries) (code TD81)

Legal

Affidavit of Durable Power of Attorney (code BK70)
TRS Special Durable Power of Attorney (code BK75)
Model Domestic Relations Order

Withdrawals/Distributions

QPP Direct Rollover Application for Lump-Sum QPP Death Benefit to an Inherited IRA (code DB32b)
TDA Direct Rollover Application for Lump-Sum TDA Death Benefit to an Inherited IRA (code DB34c)
1099-R/1099-INT Inquiry Form (code GA5)
TDA Withdrawal Application for Beneficiaries (code TD32b)

More Top Forms

Beneficiary's Change of Address Form (code DM14)

TDA Withdrawal Application for Beneficiaries (code TD32b)

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