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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

 
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Copyright Duluth Teachers' Retirement Fund Association 2009, all rights reserved.