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Retirement ... A New Beginning - Tennessee Department of Treasury

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Benefit Estimate Request<br />

If you are a member <strong>of</strong> the <strong>Tennessee</strong> Consolidated <strong>Retirement</strong> System and are considering retirement within<br />

the next three years, you may obtain an estimate <strong>of</strong> your benefit by providing the following information:<br />

Type <strong>of</strong> Benefit (Check One)<br />

Service <strong>Retirement</strong> Early <strong>Retirement</strong> Disability <strong>Retirement</strong><br />

Member Information<br />

Full Name ____________________________________________________________________________________<br />

Telephone (_______) _____________________________<br />

Date <strong>of</strong> Birth _______________________________<br />

Social Security # __________________________________________________<br />

Estimated Date <strong>of</strong> <strong>Retirement</strong> ______________________________________<br />

Month Day Year<br />

Mailing Address ______________________________________________________________________________<br />

City________________________________ State<br />

_____________________ Zip ________________________<br />

Beneficiary Information<br />

(Required for Survivor Options)<br />

Name <strong>of</strong> Beneficiary ___________________________________________________________________________<br />

Date <strong>of</strong> Birth _____________________________ Relationship to Member ______________________________<br />

Note: This form cannot be used to change the beneficiary you have on file with TCRS. If you wish to change your<br />

beneficiary, you must submit a Change <strong>of</strong> Beneficiary form.<br />

<strong>Retirement</strong> Information<br />

Current Annual Salary ___________________________ Days <strong>of</strong> Accumulated Sick Leave____________<br />

Months Worked Per Year: 10 11 12 Years <strong>of</strong> Service _____________<br />

For leveling estimate, please enter estimated Social Security benefit amount at age 62 _________________<br />

________________________________ ______________<br />

Signature <strong>of</strong> Member<br />

Date<br />

Mail this information to:<br />

<strong>Tennessee</strong> Consolidated <strong>Retirement</strong> System<br />

502 Deaderick Street<br />

Nashville, <strong>Tennessee</strong> 37243-0201<br />

TR-0427 RDA 413

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