Duluth Teachers' Retirement Fund Association
625 East Central Entrance Duluth, MN 55811
Phone: 218-722-2894 Fax: 218-722-8208
Summer Office Hours 7:30 am - 4:00 pm (occasionally closed from 12:00 - 1:00 p.m.)
|
Tax Deferred Forms
|
Tax Deferred Enrollment Form (Salary Reduction Agreement) |
|
Use this form to enroll in DTRFA's Tax Deferred Account Plan or to change an existing account. Click here to open the form |
|
Tax Deferred Rebalancing Form |
|
Use this form to change the asset allocation of your current funds. Click here to open the form |
|
Tax Deferred/IRA Withdrawal Request |
|
Use this form to withdraw funds from your Tax Deferred Account. Click here to open the form |
|
Transfer a 403(b) or IRA Account to the DTRFA from another Company |
|
Use this form to transfer a Tax Deferred Account - 403(b) or Individual Retirement Account (IRA) to the DTRFA from another company. Complete this form and send it to the DTRFA. Click here to open the form |
|
|
|
|
|