Fillable Request For Electronic Funds Transfer (EFT) of Retirement (Teachers Retirement System of Georgia)

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Request For Electronic Funds Transfer (EFT) of Retirement (Teachers Retirement System of Georgia)

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Request For Electronic Funds Transfer (EFT)
of Retirement Benet
The completion of this form will authorize TRS to automatically deposit your retirement benet through EFT. This form should be completed by the
person receiving the TRS benet (retiree, co-beneciary, or survivor beneciary). Please type or print all information and include your signature
before submitting the form. EFT submissions and required documentation must be received by the 14th of each month.
Social Security Number
Teachers
Retirement
System of
Georgia
TR-21 (0313)
Two Northside 75 Suite 100 Atlanta, GA 30318 (404) 352-6500 (800) 352-0650 fax (404) 352-4885 www.trsga.com
_______________________________
TRS Retirement Number
_________________________________________ __________________________________ ___________
Last Name First Name Middle Initial
______________________________________________________________________________________________
Home Address or P.O Box
(_________)___________________ ___________________________ __________ __________________
Telephone Number City State Zip Code
Please check one: Initial Request (Sections A, B, E) Change Request (Sections A, B, C,E) Cancel EFT (Sections A, D, E)
OR
Section A: Payee Information
Section B: Financial Institution Information
Type of Account:
CHECKING: Include a voided check with this form
SAVINGS: Include a savings account deposit slip with this form
Section C: EFT Change Request Only
Please indicate how you would like to receive your benet payment during the pre-notication process. If a selection is
not made, your request will not be processed.
Continue sending funds by EFT to my previous account
Send funds to my home address
Section D: EFT Cancellation Only
To cancel the Electronic Funds Transfer (EFT) of your benet, please check the box below. TRS will no longer deposit your
monthly benet by EFT and a check will be mailed to the address listed above.
Yes, cancel my EFT
Section E: Acknowledgment of Responsibilities
I authorize the Teachers Retirement System of Georgia (TRS) to deposit my net monthly retirement benet to my account
at the nancial institution identied. I understand that I may cancel or replace this authorization at anytime and that such a
change will become effective after TRS receives and processes my request. I hereby acknowledge that my monthly ben-
ets terminate at the end of the month of my death or my eligibility period. Accordingly, I agree that if any benet payments
to which I am not entitled shall have been received and collected by my nancial institution, I hereby authorize and direct
my nancial institution to refund the same to TRS and charge such refund payments to my account. If necessary, I also
authorize and request that this nancial institution accept any adjusting entries initiated by TRS.
________________________________________________ ____________________________________________
Signature (Member, Legal Representative*) Date Signature (Legal Representative*) Date
* If a properly executed legal representative document exists, TRS must have this information on le.
page 1 of 2
Request For Electronic Funds Transfer (EFT)
of Retirement Benet Instructions
The Electronic Funds Transfer (EFT) form must be completed to deposit/cancel retirement benets to an account.
To ensure your EFT is processed within 45 days, TRS must receive your EFT form on or before the 14th of each
month or the process may take up to 60 days.
Teachers
Retirement
System of
Georgia
TR-21 (0313)
Two Northside 75 Suite 100 Atlanta, GA 30318 (404) 352-6500 (800) 352-0650 fax (404) 352-4885 www.trsga.com
SECTION A -PAYEE INFORMATION
This section must be completed to process your EFT request.
1. Check the appropriate box (Initial Request, Change Request, or Cancel EFT)
2. Enter your Social Security or TRS ID number
3. Enter your full name (Payee)
4. Enter your address and phone number
SECTION B – FINANCIAL INSTITUTION INFORMATION
If you do not include one of the following acceptable documents, TRS can not process your EFT form.
1. Check the account type (Checking or Savings)
2. Acceptable documents
• Checking: Voided check or a voided starter check. (The check must include the member's
name and address.)
• For Credit Unions only: Ofcial bank form/letter is acceptable
• Savings: Deposit slip with veried routing number
If your nancial institution and/or account information changes, you must complete a new EFT form. Failure to
notify TRS of a change will result in a delay in receiving your benets.
SECTION C – PRE-NOTIFICATION SELECTION
According to pre-notication requirements, there are two options to receive your interim benet payment when
processing a change request. Please carefully read and check the appropriate box or TRS can not process
your request.
SECTION D – FOR EFT CANCELLATION ONLY
If you elect to cancel EFT, please note your monthly benet will no longer be deposited by EFT and will be
mailed to the home address provided on the front of this form.
1. Complete Section A
• Check Cancel EFT
2. Complete Section D
• Check Yes, cancel my EFT
SECTION E – ACKNOWLEDGMENT OF RESPONSIBILITIES
Carefully read the information included in this section. Sign and date the acknowledgment on the form, cer-
tifying that you agree to the terms and conditions of the EFT Request. If you have joint legal representatives
separated by an “and” clause both parties are required to sign the form, or TRS can not process your request.
page 2 of 2
Electronic Funds Transfer (EFT)
Frequently Asked Questions
EFT is a simple and secure way to receive your benets. Your payment is transferred electronically
from TRS directly to your bank account. It eliminates the possibility of your checks being lost or stolen.
There are no postal delays and no additional fees.
Teachers
Retirement
System of
Georgia
(0313)
Two Northside 75 Suite 100 Atlanta, GA 30318 (404) 352-6500 (800) 352-0650 fax (404) 352-4885 www.trsga.com
How secure and reliable is Electronic Funds Transfer (EFT)?
Q.
A.
TRS can only electronically deposit your monthly benet into a checking or savings account. At this
time, TRS is unable to process money market or international accounts.
What types of accounts are acceptable?
Q.
A.
There are three options to choose from:
1. Submit your request online. Go to www.trsga.com and login to your TRS account (or set up a TRS
member account). Go to the Maintain EFT Information tab and enter the required information.
2. Download the EFT form on our website from the Download TRS Forms section. Fax or mail your
completed form and required documentation (fax: 404-352-4885; address: Two Northside 75, Suite
100, Atlanta, GA 30318).
3. Call or submit a written request for an EFT form.
How do I sign up for an account?
Q.
A.
1. Account type (checking or savings)
2. Financial institution's routing/transit number
3. Account number
What documentation is required when completing an EFT request?
Q.
A.
Once your EFT request has been processed, you will receive written conrmation indicating the actual
date your EFT is effective. Your monthly benet payment will be deposited to your account on the
rst business day of the month. There is a 45-day processing time for your account information to
be veried by your nancial institution. To ensure your EFT is processed within 45 days, TRS must
receive your EFT form on or before the 14th of each month or the process may take up to 60 days.
You can also verify when a benet becomes effective by calling TRS or accessing your member
account on our website.
When will my EFT payment become effective?
Q.
A.
page 1 of 2
Electronic Funds Transfer (EFT)
Frequently Asked Questions continued
The pre-notication process veries the accuracy of your account information with your nancial
institution. An electronic notication is sent to your nancial institution on the rst of the month preceding
the transfer of your monthly benet payment. This process may take 45-60 days from the date TRS
receives your application. You will receive interim benet payment by paper check.
Teachers
Retirement
System of
Georgia
(0313)
Two Northside 75 Suite 100 Atlanta, GA 30318 (404) 352-6500 (800) 352-0650 fax (404) 352-4885 www.trsga.com
What is the pre-notication process?
Q.
A.
Your interim benet payment will continue to be sent to your existing EFT account, unless you instruct
TRS to send the payment to your home address.
How will I receive my monthly benet if I change my EFT account?
Q.
A.
Your legal representative(s) (Power of Attorney, Guardian, or Conservator) must sign the EFT form
and a copy of the properly executed legal document must be on le or attached to the new form. For
joint legal representatives separated by an "and" clause, both parties are required to sign the form.
If these requirements are not complete, TRS can not process your request.
How do I complete the EFT form if I have a legal representative(s)?
Q.
A.
You will no longer receive a pay stub each month when your EFT funds are deposited into your
account. To verify benet payments the following options are available:
1. Contact your nancial institution
2. Speak with one of our call center representatives
3. Login to your account on our website
Will I receive a monthly pay stub?
Q.
A.
page 2 of 2
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Request For Electronic Funds Transfer (EFT) of Retirement (Teachers Retirement System of Georgia)

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Completed 2 January 2022

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