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.TRS Board of Trustees Meeting September 2122, 2017TEACHER RETIREMENT SYSTEM OF TEXAS MEETING BOARD OF TRUSTEES AGENDA September 21, 2017 9:00 a.m. September 22, 2017 10:00 a.m. TRS East Building,
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What is retirees and beneficiaries?
Retirees and beneficiaries refer to individuals who are receiving retirement benefits or other forms of financial support from a pension plan or insurance policy.
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Employers and financial institutions are required to file retirees and beneficiaries to the appropriate taxing authorities.
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Retirees and beneficiaries need to provide personal information such as name, address, social security number, and details of the benefits received.
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Information such as the amount of benefits received, the source of the benefits, and any taxes withheld must be reported on retirees and beneficiaries.
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