TX TRS 228A 2020 free printable template

Federal Income Tax Withholding Certificate TRS228A 09-16 1000 Red River Street Austin TX 78701-2698 512 542-6400 800 223-8778 www.trs.texas.gov I have reviewed the information below and hereby submit this statement of preference regarding how my benefit is to be treated for purposes of federal income tax withholding. I understand that this withholding preference will apply to the taxable portion of all money I receive on a monthly basis from TRS* TRS Participant ID or Social Security...

How to fill out TX TRS 228A

How to fill out TX TRS 228A

1. Download the TX TRS 228A form from the Texas Retirement System website.
2. Read the instructions provided with the form to understand the requirements.
3. Provide your personal information including your name, address, and Social Security number in the designated sections.
4. Fill out the employment history section with details about your previous employment, including dates and job titles.
5. Indicate your eligibility by checking the appropriate boxes regarding membership and service credit.
6. Sign and date the form to certify that the information provided is accurate.
7. Submit the completed form to the appropriate TRS office as listed in the instructions.

Who needs TX TRS 228A?

1. Individuals who are returning to work in a TRS-covered position after retirement.
2. Retired teachers or administrators looking to establish service credit in the Texas Retirement System.

People Also Ask about

Are Texas teachers automatically enrolled in TRS?

All eligible employees of The University of Texas System are automatically enrolled in TRS on their first day of employment.

Do Texas teachers have to pay into TRS?

All employees of the Texas public education system whose employment qualifies as covered employment must participate in TRS unless an exception to TRS membership applies.

What does Tier 2 mean in TRS Texas?

TIER 2. If you did not meet the 2005 eligibility requirements to be grandfathered but your current TRS mem- bership began prior to Sept. 1, 2007, and you had at least five years of service credit in TRS as of Aug. 31, 2014, and you maintain your membership until retirement, your membership falls under Tier 2.

Can I take money out of my Texas TRS account?

Once you have terminated all employment, you may then withdraw your accumulated contributions and interest in your member account. Once you have terminated your employment if you want a refund of your TRS contributions you must complete a form TRS 6 “Application for Refund.”

Can I borrow against my teacher retirement in Texas?

You may borrow a minimum of $1,000 up to a maximum of $50,000 or 50% of your vested account balance reduced by your highest outstanding loan balance during the past 12 months. Texa$aver allows a maximum of two loans per Plan.

What happens to my Texas TRS if I quit?

If you have terminated all employment with your TRS-covered employer(s) and have neither applied for or received a promise of employment with another TRS-covered employer, you are eligible to request and receive a refund of your accumulated contributions.

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What is TX TRS 228A?

TX TRS 228A is a Texas state reporting form used by certain entities to report information related to their operations and financial activities to the Texas Teacher Retirement System.

Who is required to file TX TRS 228A?

Entities that are members of the Texas Teacher Retirement System and have specific financial activities or obligations as defined by Texas law are required to file TX TRS 228A.

How to fill out TX TRS 228A?

To fill out TX TRS 228A, you need to gather the required financial information, complete the form with accurate data, ensure compliance with any state guidelines, and submit it by the specified deadline.

What is the purpose of TX TRS 228A?

The purpose of TX TRS 228A is to ensure transparency and accountability in the financial practices of entities involved with the Texas Teacher Retirement System.

What information must be reported on TX TRS 228A?

TX TRS 228A requires reporting of financial data, including revenue, expenditures, and any relevant operational metrics necessary for the Texas Teacher Retirement System's oversight.