Topic Type
Task
Role
TRS Member Self Service Portal user
Parent Procedure
Before you begin
•Demographic and spouse information are accurate.
•Employment is terminated.
Steps
1) Click the Applications menu item on the left navigation panel.
The system displays the Applications screen.
2) Click the Refund Application icon/link.
The system displays the Refund Application screen.
3) Launch the Refund Application Wizard:
a. To begin a new application, click New.
b. To continue an existing application, click the Application Type link.
The system displays the Refund Application Wizard – Step 1.
4) Complete required Application Data fields.
5) Click Save & Next.
The system displays the Refund Wizard – Step 2.
6) Enter Direct Deposit fields.
7) Click Save & Next.
The system displays the Refund Wizard – Step 3.
8) Enter required Rollover Information fields.
9) Click Add.
10) Repeat Step 8-9, as needed.
11) To delete a rollover record, select the checkbox corresponding to the record and click Delete.
12) Click Save & Next.
The system displays the Retirement Application Wizard – Step 4.
13) Upload
required documents or select the checkbox corresponding to the statement,
‘I will mail the required document(s) to TRS.’
To upload the required
documents:
a. Select an item from the File Description drop down menu.
b. Click the Browse button corresponding to the File Path field.
c. Select the file from your computer system.
d. Click Add.
e. Repeat Step 20 to upload each required document to the application.
14) Click Save & Next.
The system displays the Review Summary Screen.
15) Review the application.
16) If needed, click Previous to return to a Step.
17) Select the Agreement checkbox in the Authorization panel.
18) Click Submit. (Correct error(s) and click Submit, as needed).
The system displays the Refund Summary.
What happens next
The system successfully submits the Refund Application to TRS.
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