LINKS to LRTA Resources
Click artwork to go to TRSL website.
Teachers’ Retirement System of Louisiana
As a Medicare plans resource center (Note: we do not sell or provide healthcare plans), we’ve made it our mission to tackle the challenges associated with Medicare. We aim to:
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Serve as a Medicare counselor, advocate, and educator.
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Provide fact-based, data-driven, expert-reviewed information about Medicare and Medicare rights.
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Advocate for and assist in finding actionable solutions to healthcare coverage problems for aging adults.
This Medicare in Louisiana resource helps guide seniors through all of the available Medicare plan options and provides a list of helpful community organizations across Louisiana that can further support seniors with choosing a plan that meets their financial and medical needs. You can view the guide here: https://www.medicareplans.com/louisiana/
Nursing Home Neglect and Abuse
retireguide.com/medicare/
retireguide.com/guides/senior-benefits-discounts/
As more practices embrace telehealth, many doctors may not know how remote patient monitoring can benefit them and their patients. To help, we've created the Ultimate Remote Patient Monitoring Guide, covering benefits, billing information, and more. Please take a look: https://www.100plus.com/the-ultimate-remote-patient-monitoring-guide
Create The Good
Medicare — The Official U.S. Government Site for Medicare Information
The Official Site for Social Security Administration
National Council on the Aging created Benefits Check Up
Nursing Home Abuse Justice-dedicated to educating seniors and their loved ones who may be victims of the widespread abuse and neglect found in many nursing homes and assisted living facilities.
Alzheimer’s Disease Education and Referral Center
List of retirement sources with calculators and planning info
MEDLINEplus – A goldmine of good health information from the world’s largest medical library, the National Library of Medicine.
Senior Search – Great web page for seniors
Association Member Benefits Advisors (AMBA)
Coalition to Preserve Retirement Security – Up to date information on efforts to preserve Social Security, as well as efforts to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP).
Transportation Options for Seniors Who Don’t Drive- Outdoor Elderly Activities
Retiring in Your Own Home: How Baby Boomers Can Age in Place
The Healing Power of Pets for Elderly People
The Grandparent’s Guide to Sharing Your Love of Classic Cars with Your Grandchild
Volunteer Abroad Programs for Senior Travelers
The Senior’s Guide to Becoming a Real Estate Agent in Their Golden Years
Exercise Essentials for Healthy Aging
Exercising with Osteoporosis: Stay Active the Safe Way
The National Retired Teachers Assn.
Coalition to Preserve Retirement Security
First Gov
Consumer Information Center
Internal Revenue Service
Social Security Administration
National Institute on Aging
Making the Move to Assisted Living
Senior Health Resources
Boomer's Roadmap to Aging in Place
Guide to Senior Nutrition
Moving Tips for Seniors
Financial Resources for Seniors
Veterans Benefits for Seniors
Legal Planning for Alzheimer's and Dementia
TEACHERS RETIREMENT SYSTEM OF LOUISIANA FORMS
Address or name changes
Active Member Change of Address Authorization (Form 2AC)
Active Member Name Change Request (Form 2NC)
Retiree Change of Address Authorization (Form 15C) - Survivors, beneficiaries, and alternate payees can also use
ORP Member Change of Address Authorization (Form 16AC)
ORP Member Name Change Request (Form 16NC)
Beneficiary (Designations by member)
Beneficiary Designation for Non-Retired Members (Form 3)
Change of Beneficiary for Option 1 Retiree (Form 3A)
Beneficiary Designation for DROP and ILSB Accounts (Form 3B)
Beneficiary Designation for Retiree Return-to-Work Employee Contributions (Form 3C)
Direct deposit
Direct Deposit for Refund of Contributions (Form 7D)
Direct Deposit of DROP or ILSB Account Withdrawals (Form 11R) - Use 15D for regular benefits
Direct Deposit of Benefits (Form 15D) - Use 11R for DROP or ILSB account withdrawals
Addendum to Direct Deposit of Benefits - Nonspousal Joint Signer(s) (Form 15JS)
Disability retirement
Application for Disability Retirement (Form 12)
Disability Report by Supervisor (Form 12A)
Member Statement of Disabling Condition (Form 12B)
Physician Report of Disabling Condition (Form 12C)
Physician Report of Disabling Condition (Form 12C-P) - For use by psychiatrist
Physician Annual Report of Disabling Condition (Form 12D) - For retirees only
Statement of Child's Permanent Disabling Condition (Form 12PDMC)
DROP and ILSB accounts
Beneficiary Designation for DROP and ILSB Accounts (Form 3B)--ILSB=Initial Lump Sum Benefit
DROP or ILSB Account Spousal Consent (Form 11G)
DROP or ILSB Retiree Spousal Consent to Withdrawal Method (Form 11G-1)
DROP or ILSB Retiree Withdrawal Method Selection (Form 11J)
DROP or ILSB Retiree Nonspousal Beneficiary Request for Withdrawal Selection (Form 11K)
DROP or ILSB Retiree Alternate Payee Receiving Split Benefit as a Result of Divorce (Form 11K-P)
DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal Selection (Form 11K-S)
DROP or ILSB Retiree Spousal Beneficiary Request for Withdrawal (Form 11M-S)
DROP or ILSB Retiree Withdrawal Method Selection for Ages 70-1/2 and Over (Form 11N)
DROP or ILSB Retiree Partial Single-Sum Withdrawal (Form 11PS)
Direct Deposit of DROP or ILSB Account Withdrawals (Form 11R)
Enrollment
Enrollment Application/Employment Notification (Form 2)
Certification of Membership in State System (Form 2C)
Enrollment Application for Secondary Part-Time Position with Same Employer (Form 2PT)
Election to Retain Membership (Form 2R)
Statement Concerning Your Employment in a Job Not Covered by Social Security (Form 2SS)
Application for ORP or Change of Carrier (Form 16)
Miscellaneous
Completing Your Affidavit of Retirement Option Election Checklist
Forfeiture of Retirement Benefits - Attestation of Understanding (Form 2FRB)
Company Application Retiree Payroll Deduction Program (Form 14A)
Retiree Return-to-Work Notification (Form 15) obsolete refer to Procedures Manual for enrollment instructions, Index 15.0 pg 11
Affidavit for Power of Attorney (Form 15PA)
Option to Continue Contributions during Time of Furlough without Pay (Form FBR)
Purchases and transfers of service credit
Application for Reciprocal Recognition of Service (Form 8)
Application for Transfer of Creditable Service (Form 8A)
Application for Purchase of Refunded Service to Reciprocate (Form 8BR)
Application for Purchase of Refunded Service to Transfer (Form 8BT)
Application for Purchase of In-state Service (Form 9)
Application for Purchase of Out-of-State Public School Employment (Form 9A)
Application for Purchase of Military Service (Form 9B)
Application for Purchase of U.S. Dependent School Teaching Service (Form 9C)
Application for Purchase of Refunded Service (Form 9D)
Application for Purchase of In-state Private / Charter School Service (Form 9E)
Rollover/Trustee-to-Trustee Transfer Acceptance (Form 9R)
Refunds (Please see "Special Tax Notice Regarding TRSL Payments")
Application for Refund (Form 7)
Retiree Refund Application (Form 7A)
Direct Deposit for Refund of Contributions (Form 7D)
Taxable Lump-Sum Distribution Election (Form 7L)
Retirees
Withholding Certificate for Pension or Annuity Payments (Form W-4P) - IRS form
Retiree Refund Application (Form 7A)
Retiree Return-to-Work Notification (Form 15) obsolete refer to Procedures Manual for enrollment instructions, Index 15.0 pg 11
Affidavit for Power of Attorney (Form 15PA)
Retiree Return-to-Work Critical Shortage Certification (Form 15CS)
Retiree Return-to-Work Position Certification (Form 15POSC)
Retirement
Benefit Estimate Request (Form 10)
Application for Service Retirement, ILSB, or DROP (Form 11) - Replaces old forms 11A and 11F
Termination of Employment at End of DROP Participation/Employment (Form 11H)
Direct Deposit of Benefits (Form 15D) - Use 11R for DROP or ILSB account withdrawals
IRS Form W-4P, Withholding Certificate for Pension or Annuity Payments
Survivor benefits
Application for Survivor Benefits (Form 13)
Application by Nonspousal Beneficiary for Refund of Deceased Member's Contributions/Benefits (Form 13A)
Application by Spouse for Refund of Deceased Member's Contributions/Benefits (Form 13A-S)
Student Attendance Certification (Form 13C)
Application for Payment to Surviving Spouse/Children (Form 13E)
Statement of Dependent's Marital Status (Form 13M)
Renunciation of Beneficiary (Form 13R)
Helpful checklists
Beneficiary/Survivor Checklist
Disability Retirement Application Checklist
Retirement Application Checklist
Checklist for Retiring after DROP
Checklist for Preparing Your Final Funeral Arrangements
Planning your own funeral or memorial service can provide peace-of-mind to you and your family.
By planning your service in advance you can design and specify the exact type of service you’d like, so that your friends and family celebrate you as you wish. And by letting your family know how you'd like your funeral or memorial service to be, they'll have less difficult and complicated decisions to make during a difficult emotional time. Click HERE to download a copy.