HOME

The TRS Homepage enables you to login or register for access to My Home, the secure section of TRS's website. You can also enroll in TRS, find the latest unit values, and read important news.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site. BENEFICIARY DESIGNATIONS INDIVIDUALS: You can name a single beneficiary—or many beneficiaries who could share the benefits if you pass away.You can name "contingent" beneficiaries, who would receive payment if all of your primary beneficiaries predecease you. However, per-stirpes designations are not permitted. TRS BENEFITS IN BRIEF TIER VI TRS is a New York City retirement system established in 1917. One of the largest public pension systems in the United States, we serve over 200,000 in-service members, retirees, and beneficiaries. FORMS RETIRED MEMBERS Change Form for Post-Retirement Payment Option under Section 13-565(c)

(code SD26)

REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier TDA DIRECT ROLLOER APPLICATION TDA DIRECT ROLLOER APPLICATION FOR LUMP-SUM TDA DEATH BENEFIT TO AN INHERITED IRA DB34c (4/19) CONTINUED ON PAGE 2 PAGE 1 • This application may be filed ONLY by an individual who is the deceased TRS member’s designated MEMBER’S CHANGE F ADDRESS FORM DM1 (11/1) PAGE 2 MEMBER’S CHANGE F ADDRESS FORM Please read the instructions on the reverse side before completing this form. (NOTE: Please print in black or blue ink, and initial any changes that you

make on this form.)

HOME

The TRS Homepage enables you to login or register for access to My Home, the secure section of TRS's website. You can also enroll in TRS, find the latest unit values, and read important news.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site. BENEFICIARY DESIGNATIONS INDIVIDUALS: You can name a single beneficiary—or many beneficiaries who could share the benefits if you pass away.You can name "contingent" beneficiaries, who would receive payment if all of your primary beneficiaries predecease you. However, per-stirpes designations are not permitted. TRS BENEFITS IN BRIEF TIER VI TRS is a New York City retirement system established in 1917. One of the largest public pension systems in the United States, we serve over 200,000 in-service members, retirees, and beneficiaries. FORMS RETIRED MEMBERS Change Form for Post-Retirement Payment Option under Section 13-565(c)

(code SD26)

REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier TDA DIRECT ROLLOER APPLICATION TDA DIRECT ROLLOER APPLICATION FOR LUMP-SUM TDA DEATH BENEFIT TO AN INHERITED IRA DB34c (4/19) CONTINUED ON PAGE 2 PAGE 1 • This application may be filed ONLY by an individual who is the deceased TRS member’s designated MEMBER’S CHANGE F ADDRESS FORM DM1 (11/1) PAGE 2 MEMBER’S CHANGE F ADDRESS FORM Please read the instructions on the reverse side before completing this form. (NOTE: Please print in black or blue ink, and initial any changes that you

make on this form.)

HOME

The TRS Homepage enables you to login or register for access to My Home, the secure section of TRS's website. You can also enroll in TRS, find the latest unit values, and read important news.

VIDEOS - TRSNYC.ORG

The Resources section provides information that will help you use our website and better understand the benefits of TRS membership.

THE TDA PROGRAM

Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on.; TDA participants who start investing early can fully realize the power of compounding on their investments.; TDA participants who are old enough to retire have an average account balance of FORMS RETIRED MEMBERS Change Form for Post-Retirement Payment Option under Section 13-565(c)

(code SD26)

TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS I/II 3 Benefits For Plan B If you retire under Plan B, your retirement allowance benefits would be calculated as follows: • 1.2% of your FAS for each year of Total Service COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a REQUIRED MINIMUM DISTRIBUTIONS 1 Required Minimum Distributions (For Non-Vested Inactive Members and Individuals Who Have Lost TRS Membership Rights) Internal Revenue Service (IRS) regulations dictate how long participants may defer receipt of tax-deferred SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice.

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)

TRS PARTNER PAGE

Welcome to the TRSNYC Partner Page, the online information source for employers, partners, and stakeholders. UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)

TRS PARTNER PAGE

Welcome to the TRSNYC Partner Page, the online information source for employers, partners, and stakeholders. UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

LOGIN - TRSNYC.ORG

This Portal allows you to enroll your new employees as members of TRSNYC. Additional features will be available in the upcoming months. Before you begin, please read our Operational Standards and our Information Security Policies.By clicking “Login/Register” above, you certify that you have read and understand these documents. TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier VI Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, 1917 under Chapter 303 of the Laws of 1917. TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier III/Tier IV Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, HISTORICAL DATA UNIT VALUES Access the unit values of TRS' variable-return funds dating back to

1968.

ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier III disability retirement TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements GUIDE TO DEATH BENEFITS 4 Code 6.5 This publication should not be solely relied upon, as it is based on currently available information that is subject to change. In all cases, the specific provisions of the governing laws, rules, and regulations prevail. TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a TDA DIRECT ROLLOER APPLICATION TDA DIRECT ROLLOER APPLICATION FOR LUMP-SUM TDA DEATH BENEFIT TO AN INHERITED IRA DB34c (4/19) CONTINUED ON PAGE 2 PAGE 1 • This application may be filed ONLY by an individual who is the deceased TRS member’s designated

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)

TRS PARTNER PAGE

Welcome to the TRSNYC Partner Page, the online information source for employers, partners, and stakeholders. UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)

TRS PARTNER PAGE

Welcome to the TRSNYC Partner Page, the online information source for employers, partners, and stakeholders. UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

LOGIN - TRSNYC.ORG

This Portal allows you to enroll your new employees as members of TRSNYC. Additional features will be available in the upcoming months. Before you begin, please read our Operational Standards and our Information Security Policies.By clicking “Login/Register” above, you certify that you have read and understand these documents. TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier VI Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, 1917 under Chapter 303 of the Laws of 1917. TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier III/Tier IV Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, HISTORICAL DATA UNIT VALUES Access the unit values of TRS' variable-return funds dating back to

1968.

ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier III disability retirement TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements GUIDE TO DEATH BENEFITS 4 Code 6.5 This publication should not be solely relied upon, as it is based on currently available information that is subject to change. In all cases, the specific provisions of the governing laws, rules, and regulations prevail. TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a TDA DIRECT ROLLOER APPLICATION TDA DIRECT ROLLOER APPLICATION FOR LUMP-SUM TDA DEATH BENEFIT TO AN INHERITED IRA DB34c (4/19) CONTINUED ON PAGE 2 PAGE 1 • This application may be filed ONLY by an individual who is the deceased TRS member’s designated

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86) TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86) TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

LOGIN - TRSNYC.ORG

This Portal allows you to enroll your new employees as members of TRSNYC. Additional features will be available in the upcoming months. Before you begin, please read our Operational Standards and our Information Security Policies.By clicking “Login/Register” above, you certify that you have read and understand these documents. FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)

NEWS CALENDARS

TRS Calendar. May. The Quarterly Account Statement (QAS) for the quarter ending March 31, 2021 will be issued to in-service members and members on a leave of absence for up to seven school years. The TDA Quarterly Statement for the quarter ending March 31, 2021 will TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier VI Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, 1917 under Chapter 303 of the Laws of 1917.

TRS PARTNER PAGE

Welcome to the TRSNYC Partner Page, the online information source for employers, partners, and stakeholders. TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier III/Tier IV Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier III disability retirement HISTORICAL DATA UNIT VALUES Access the unit values of TRS' variable-return funds dating back to

1968.

GUIDE TO DEATH BENEFITS 4 Code 6.5 This publication should not be solely relied upon, as it is based on currently available information that is subject to change. In all cases, the specific provisions of the governing laws, rules, and regulations prevail. COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86) TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

HOME

Home. TRS is one of the largest pension systems in the United States, serving 200,000 members. Since 1917, TRS has been building better tomorrows for New York City educators.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

The TDA Program. Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on. TDA participants who start investing early can fully realize the power of FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86) TRS BENEFITS IN BRIEF TIER IV The main benefits of TRS membership include the following: A guaranteed retirement allowance through the QPP upon meeting certain age and service requirements A supplemental retirement plan−our TDA Program−that also can reduce your current tax burden Loans available from both retirement plans Disability retirement benefits upon meeting certain requirements UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of REQUIRED MINIMUM DISTRIBUTIONS 2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. TDA HARDSHIP WITHDRAWAL APPLICATION (CODE TD44) TD44 (12/19) PAGE 5 TDA HARDSHIP WITHDRAWAL APPLICATION CONTINUED ON PAGE 6 PART B: Please refer to “Eligible Hardships and Required Documentation” on page 3 and provide the requested information. In the space below, please provide a thorough and specific description of the sudden and heavy financial need that caused you to file

LOGIN - TRSNYC.ORG

This Portal allows you to enroll your new employees as members of TRSNYC. Additional features will be available in the upcoming months. Before you begin, please read our Operational Standards and our Information Security Policies.By clicking “Login/Register” above, you certify that you have read and understand these documents. FORMS RETIRED MEMBERS EFT/Direct Deposit Cancellation Request Form (code BK19) PDF. EFT Authorization Form (code BK58) PDF. Retirement Allowance Suspension/Resumption Form (code RP88) PDF. Overpayment of Post-Retirement Earnings Form (code RP92) PDF. QPP Retirement Payment Option Change Form (Tiers I/II Only) (code RW86)

NEWS CALENDARS

TRS Calendar. May. The Quarterly Account Statement (QAS) for the quarter ending March 31, 2021 will be issued to in-service members and members on a leave of absence for up to seven school years. The TDA Quarterly Statement for the quarter ending March 31, 2021 will TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier VI Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, 1917 under Chapter 303 of the Laws of 1917.

TRS PARTNER PAGE

Welcome to the TRSNYC Partner Page, the online information source for employers, partners, and stakeholders. TEACHERS’ RETIREMENT SYSTEM OF THE CITY OF NEW YORK Tier III/Tier IV Summary Plan Description 1 Introduction The Teachers’ Retirement System of the City of New York (TRS) was established on August 1, ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier III disability retirement HISTORICAL DATA UNIT VALUES Access the unit values of TRS' variable-return funds dating back to

1968.

GUIDE TO DEATH BENEFITS 4 Code 6.5 This publication should not be solely relied upon, as it is based on currently available information that is subject to change. In all cases, the specific provisions of the governing laws, rules, and regulations prevail. COST LETTER REQUEST FORM SB64 (8/14) PAGE 1 COST LETTER REQUEST FORM FOR TIERS III, IV, AND VI MEMBERS CONTINUED ON PAGE 2 You may submit this form if you are a Tier III, IV, or VI member and you are requesting a

HOME

The TRS Homepage enables you to login or register for access to My Home, the secure section of TRS's website. You can also enroll in TRS, find the latest unit values, and read important news.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on.; TDA participants who start investing early can fully realize the power of compounding on their investments.; TDA participants who are old enough to retire have an average account balance of BENEFICIARY DESIGNATIONS INDIVIDUALS: You can name a single beneficiary—or many beneficiaries who could share the benefits if you pass away.You can name "contingent" beneficiaries, who would receive payment if all of your primary beneficiaries predecease you. However, per-stirpes designations are not permitted.

FORMS BENEFICIARIES

COVID-19 Medical Certification A: Date of Onset (To Be Completed by a Medical Professional) (code DB303) YOUR TRS BENEFITS IN BRIEF (TIER VI) TRS is a New York City retirement system established in 1917. One of the largest public pension systems in the United States, we serve over 200,000 in-service members, retirees, and beneficiaries. FORMS RETIRED MEMBERS Change Form for Post-Retirement Payment Option under Section 13-565(c)

(code SD26)

UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

REQUIRED MINIMUM DISTRIBUTIONSREQUIRED MINIMUM DISTRIBUTION CHARTREQUIRED MINIMUM DISTRIBUTION PENSION PLANIRA REQUIRED MINIMUM WITHDRAWAL RULESIRS REQUIRED MINIMUM DISTRIBUTION TABLEMINIMUM 401K

DISTRIBUTION AT 70

2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

HOME

The TRS Homepage enables you to login or register for access to My Home, the secure section of TRS's website. You can also enroll in TRS, find the latest unit values, and read important news.

LOGIN - TRSNYC.ORG

Upon your initial login, you will need to select a security image; the image will appear on subsequent logins to confirm you are logging in to the official TRS site.

THE TDA PROGRAM

Participants in TRS' Tax-Deferred Annuity (TDA) Program benefit from two sources of income at retirement: their guaranteed pension (through our Qualified Pension Plan), plus their TDA funds to draw on.; TDA participants who start investing early can fully realize the power of compounding on their investments.; TDA participants who are old enough to retire have an average account balance of BENEFICIARY DESIGNATIONS INDIVIDUALS: You can name a single beneficiary—or many beneficiaries who could share the benefits if you pass away.You can name "contingent" beneficiaries, who would receive payment if all of your primary beneficiaries predecease you. However, per-stirpes designations are not permitted.

FORMS BENEFICIARIES

COVID-19 Medical Certification A: Date of Onset (To Be Completed by a Medical Professional) (code DB303) YOUR TRS BENEFITS IN BRIEF (TIER VI) TRS is a New York City retirement system established in 1917. One of the largest public pension systems in the United States, we serve over 200,000 in-service members, retirees, and beneficiaries. FORMS RETIRED MEMBERS Change Form for Post-Retirement Payment Option under Section 13-565(c)

(code SD26)

UNDERSTANDING YOUR BENEFITS LETTER: TIERS III, IV, AND VI 1 As a TRS retiree, you will receive a Benefits Letter about a week before receiving your first retirement allowance payment. The Benefits Letter is a comprehensive statement of SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS III/IV 1 RETIREMENT PLANS Tier III and IV members participate in either the “basic” retirement plan or the Age 55 Retirement Program, as

described below.

REQUIRED MINIMUM DISTRIBUTIONSREQUIRED MINIMUM DISTRIBUTION CHARTREQUIRED MINIMUM DISTRIBUTION PENSION PLANIRA REQUIRED MINIMUM WITHDRAWAL RULESIRS REQUIRED MINIMUM DISTRIBUTION TABLEMINIMUM 401K

DISTRIBUTION AT 70

2 Subsequent Year Distribution Option If this is the first year that you are subject to RMD rules, you may elect to receive your distribution as late as You may elect that TRS issue you a payment

equaling

FORMS - TRSNYC.ORG

You can access TRS forms by using the applicable links. The forms can be downloaded and printed; and the electronic and online versions of some forms can be completed

NEWS CALENDARS

June; In-Service members will receive the Spring 2021 issue of In-Service News.. Retirees will receive the Spring 2021 issue of Benefits Report.. June 1: Deadline for TRS to receive hardcopy loan applications for the June 11 loan payroll (due to the Memorial Day

holiday).

CONTACT US

Please read about our operations and services during the pandemic.. TRS offices are open 9:00 a.m. to 5:00 p.m., Monday through Friday, except on official New York City holidays. If you need assistance from TRS, we're ready to help! 2021 MEETING SUMMARIES Summaries of the major actions taken by the Teachers' Retirement Board are provided for each meeting. A full transcript of each meeting's public session is provided in the Minutes.

FORMS BENEFICIARIES

COVID-19 Medical Certification A: Date of Onset (To Be Completed by a Medical Professional) (code DB303)

VIDEOS - TRSNYC.ORG

The Resources section provides information that will help you use our website and better understand the benefits of TRS membership. ORDINARY DISABILITY RETIREMENT NOTE: Tier III members may elect to file for disability retirement under Tier III or IV. However, most members choose to file under Tier IV since certain regulations governing Tier III disability retirement SERVICE RETIREMENT PLANS AND BENEFITS FOR TIERS I/II 3 Benefits For Plan B If you retire under Plan B, your retirement allowance benefits would be calculated as follows: • 1.2% of your FAS for each year of Total Service TDA WITHDRAWAL APPLICATION (CODE TD32) TD32 (12/13) CONTINUED ON PAGE 6 PAGE 5 TDA WITHDRAWAL APPLICATION PART B: Please elect ONE of the options below and write your initials in the space provided next to your choice. GUIDE TO DEATH BENEFITS 4 Code 6.5 This publication should not be solely relied upon, as it is based on currently available information that is subject to change. In all cases, the specific provisions of the governing laws, rules, and regulations prevail. Teachers’ Retirement System of the City of New York

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TRS IS ONE OF THE LARGEST PENSION SYSTEMS IN THE UNITED STATES, SERVING 200,000 MEMBERS. SINCE 1917, TRS HAS BEEN BUILDING BETTER TOMORROWS FOR NEW YORK CITY

EDUCATORS.

TRS OFFERS MEMBERS A TAX-DEFERRED ANNUITY PROGRAM TO SUPPLEMENT THEIR BENEFITS UNDER THE QUALIFIED PENSION PLAN.

Due to scheduled maintenance, the secure section of TRS' website will be unavailable for a few hours this evening (Monday, October 7) starting at 5 p.m. We apologize for any inconvenience this may

cause.

IMPORTANT NEWS

* Watch Upcoming Board Meetings Online * 1.0% COLA Takes Effect with September's Retirement Payments * Change in Name, Manager for Socially Responsive Equity Fund * Account Statements as of August 31 Now Available * Welcome, New Members!

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ENROLL IN TRS!

If you are not currently a TRS member and you want to enroll, please

click "Enroll Now."

Enroll Now

NEW MEMBERS

As a TRS member, you can take advantage of two retirement plans under

one roof.

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UNIT VALUES

Monthly unit values are usually available during the third week of the

month.

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KEEP YOUR BENEFICIARY DESIGNATIONS UP TO DATE! Do you know who your beneficiaries are for your TRS accounts? Log in

and find out!

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