Retirement Payee Account(s)

Topic Type

Procedure

Parent Process

Retiree Payee Account

Purpose

This procedure describes the tasks necessary to manage your retirement payee account(s) to include: view your benefit information summary, add tax withholding information, view payment information, submit a qualifying event (Pre-MEHP & MEHP) application, submit a turning-65 (MEHP) application, view beneficiaries, and view tax statements.

Roles

TRS Member Self Service Portal user (retired)

Tasks Involved

View Your Benefit Information Summary

Add Tax Withholding Information

View Your Payment History

Submit a Qualifying Event Application: Kentucky Employee’s Health Plan (Pre-MEHP Application)

Submit a Qualifying Event Application (MEHP Application)

Submit a Turning-65 Application (MEHP Application)

View Beneficiaries

View Tax Statements