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TRS explains who may access a member’s account information and how to authorize others
Summary
A TRS presenter outlined three levels of access to Teachers' Retirement System member records — confidential information release, power of attorney and court-appointed guardianship — and explained how to submit required documents and contact TRS for help.
Unidentified Speaker, a TRS presenter, walked members through who may obtain information from a Teachers' Retirement System (TRS) account and the paperwork required to authorize third parties.
The presenter said TRS’s default policy is to provide account-specific information only to the member. “We will only provide this to you specifically, just you,” the presenter said, and added that a third party — including a spouse who is also a TRS member — must have explicit permission to receive account-specific details.
Members were told there are three levels of permission. The most basic is a confidential information release form. The form lets a member name a specific third party, specify…
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