Topic Type
Task
Role
TRS Member Self Service Portal user
Parent Procedure
Before you begin
You want to request a benefit estimate from TRS. Note: If your last employment is not with TRS, but with another state retirement system, you will need to complete a Benefit Estimate Request.
Steps
1) Click the Benefit Estimates menu item on the left navigation panel. (From the Home screen, you can click the Benefit Estimates icon/link).
The system displays the Benefit Estimates screen.
2) Click Benefit Estimate Request icon/link.
The system displays the Benefit Estimate Request screen.
3) Enter Request Information fields.
4) Click Add under the Retirement Dates heading.
The system displays a Retirement Dates pop-up screen.
5) Enter a retirement date and click Save.
The system returns to the Benefit Estimate Request screen.
6) If needed, delete the Retirement Date by selecting the checkbox corresponding to the Retirement Date and clicking Delete.
7) Click Submit.
What happens next
The system sends the Benefit Estimate Request to TRS.
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