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TRS tells 2026 retirees to allow 60–90 days for claims and heed AAI deadline
Summary
Teachers' Retirement System officials told members retiring in 2026 to begin a personalized retirement interview 2–3 months before leaving, to expect 60–90 days of claim processing after all forms and payments arrive, and to meet the June 29, 2026 last-work-day cutoff to qualify for the AAI lump-sum offer.
Nick Stabler, outreach coordinator for the Teachers' Retirement System (TRS), told a Jan. 27, 2026 webinar that members should start a personalized retirement interview (PRI) two to three months before their planned retirement so TRS can verify demographics, beneficiaries and balances and pre-fill retirement forms.
Stabler said TRS staff will use the PRI to establish a retirement claim date — usually the day after a member's last day worked — and noted that the claim date can instead be a later eligibility date such as a birthday. "Once your forms are in and all balances are paid or reconciled to 0, claim processing begins," he said, adding, "claim…
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