Filing Dates
Members can file for investment election changes at any time, and the changes will take effect on the next available quarterly start date: January 1, April 1, July 1, or October 1.
QPP Investment Election Changes (except retirees)
TDA Investment Election Changes (except annuitants)
TRS must receive these requests at least 30 days in advance. You can log in and make TDA changes online, or you can file the paper TDA Investment Election Change Form (code TD45). For QPP changes, file the paper QPP Investment Election Change Form (code MA7).
| Changes Received By^ |
Take Effect On |
| December 1 |
January 1 |
| March 1 |
April 1 |
| May 31 |
July 1 |
| August 31 |
October 1 |
QPP Investment Election Changes by Retirees
TDA Investment Election Changes by TDA Annuitants
TRS must receive these requests at least 60 days in advance. You can file the paper Retiree's QPP Investment Election Change Form (code RP8) or TDA Annuitant's Investment Election Change Form (code RP9).
| Changes Received By^ |
Take Effect On |
| November 1 |
January 1 |
| January 31 |
April 1 |
| May 1 |
July 1 |
| August 1 |
October 1 |
TDA Enrollment/TDA Rate Changes
These changes take effect on the first payroll that occurs at least 30 days after TRS receives your request. You can log in and file online, or contact TRS to request a paper form.
^If the "Received By" date falls on a weekend or holiday, the actual deadline for a paper form would be the preceding business day.