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IRS 1099-Rs and retiree Benefit Statements will be available online by Jan. 20. Paper copies will be mailed by Jan. 31. Please allow 15 business days to receive.
Retirees Can Now Change Beneficiaries Online
We’ve added new features to our website that allow you manage your retirement beneficiaries through your online account.
As a retiree, you can now sign into your account at TCDRS.org and adjust your account beneficiaries.
Not sure which payment option you chose? You’ll see it on your dashboard when you sign in.
Here’s what you can do based on your payment option.
Single-Life Benefit Payment
If you selected a Single Life, 10-Year Guarantee or 15-Year Guarantee benefit payment options, you can add or make changes to any of your beneficiaries at any time. You can remove beneficiaries and change the beneficiaries’ shares in case there are funds to distribute after you pass away.
Dual-life Benefit Payment
If you selected 100% to Beneficiary, 75% to Beneficiary, 50% to Beneficiary or 100% to Beneficiary with Popup, you cannot change your primary beneficiary. You can let us know if your primary beneficiary has passed away or has changed their name.
You can also add or change your alternate beneficiaries at any time.
If you have any questions about your beneficiaries or need help managing your beneficiaries, please call TCDRS Member Services at 800-823-7782.
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