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TRS staff outlines common mistakes that cause beneficiary designation forms to be rejected
Summary
A Teachers' Retirement System staff member reviewed required steps for completing beneficiary designation forms, emphasizing the need for an original wet signature, initialed alterations, limits on listed beneficiaries, and contact channels for questions.
A Teachers' Retirement System (TRS) staff member reviewed common errors that cause beneficiary designation forms to be rejected and explained how members can submit a valid form.
The staff member said, "The beneficiary designation form requires an original member wet signature. Electronic signatures are not accepted." They added that any alterations must be initialed and that members should complete the form as neatly as possible to avoid rejection.
The presentation detailed several specific rules: do not use electronic or photocopied signatures; if you initial any cross-outs, white-outs or overwrites, the initials must…
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