Help for Retirees

TMRS forms require a signature and date. Download the form you need, complete it, and sign it. Mail or fax (not both) the form to TMRS. Fax: 512.476.5576. Do not email forms. If you fill the form out by hand, please use black ink, no highlighter.

NOTE: If you are sending a copy or the image of a document (such as a driver’s license) via fax, please use the clearest image possible so the fax we receive will be legible.

Don’t Double Up!
If you fax a form, do not mail a separate copy. We only need one copy of each form, either faxed or mailed.

Announcements for Retirees

1099-Rs and HLPS Statements Available on MyTMRS

2017 1099-R tax documents and HLPS statements (for public safety officers) are now available for download using MyTMRS. To download, save, and print, log in to your MyTMRS account and choose the Documents tab. Copies of these documents will also be mailed January 22.

Notes about Security

Recent news coverage of the Spectre and Meltdown threats to the microprocessors that are in most computers and devices has alarmed many consumers. TMRS wishes to assure you that we are aware of the vulnerabilities and have taken every precaution to ensure that our systems are not affected. The security of our members' and retirees' information is our highest priority. Keeping the software on your personal computer or device up-to-date is the best way to protect yourself against threats like this one.

2018 Tax Information

With a new year and a new federal tax law, you may be wondering how the law will affect your monthly payments. The IRS has not released the new withholding table for 2018; therefore, TMRS will continue to use the 2017 tax table until we receive the 2018 table. We will notify annuitants when a change occurs or when we receive specific guidance from the IRS about this matter.

2018 Direct Deposit Calendar

A perennial favorite for retirees, the Direct Deposit calendar is available online and is also printed on page 3 of the latest issue of Retirementwise (sent to retirees in October). The calendar shows the date of all monthly direct deposits (the last calendar day of every month).

Be sure TMRS has your correct address by December 31!

In January 2018 TMRS will mail a 1099-R tax document to all annuitants. In mid-February TMRS will mail your Retirement Account Statement. The address change can be made using one of three methods: login to MyTMRS, call 800.924.8677, or download and mail an Address or Name Change Form (TMRS-CHNG). Once available, your 1099-R and annual statement can also be viewed or printed from MyTMRS.

RetirementWise Available

The double-sized Fall/Winter 2017 issue of RetirementWise is now available on our website! The Direct Deposit Calendar is inside the issue, or you can download the "card" and print it.

New – Online Beneficiary Designation in MyTMRS

TMRS members who are registered users of MyTMRS® and whose beneficiary selection does not require spousal consent can now designate or update their beneficiaries online. Please log in to MyTMRS and click on the Beneficiaries button to verify your beneficiary selection. If you need to make any updates or changes, click the blue Update button, and MyTMRS will guide you through the steps. You’ll receive an immediate confirmation message, and you’ll also receive an email stating a change was made. The blue Update button will be available if you are eligible to make a change. If you’re not a MyTMRS user, there’s never been a better time to create an account.

Reassurance about Your Pension

TMRS would like to assure our members that the news stories about pension problems in certain Texas cities do not involve TMRS. Houston and Dallas have pension programs that are local and independent, not affiliated with TMRS. If you want more information about how TMRS works and how it is different from most other retirement programs, you may find this presentation helpful.