Complete this form to appoint or change your beneficiaries for the Duluth Teachers Retirement Fund and its Tax Deferred Account Plan.
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New members of the Duluth Teachers' Retirement Fund should complete the enrollment form and return it to the office of the DTRFA.
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Under certain conditions, you may be eligible for a refund of the employee contributions you have made to the pension fund. You must terminate employment with Duluth Public Schools and wait at least 30 days before applying for a refund. A refund application must be completed, signed, and returned to the DTRFA. By taking a refund of your employee contributions, you should understand the consequences: you forfeit all the contributions made by the employer, and you terminate all rights of membership in the DTRFA, including the right to a lifetime monthly annuity. To receive a refund of your contributions, complete this form and return it to the office of the DTRFA.
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Are you ready for retirement? This checklist outlines most of the important steps you need to take prior to retiring. Click here to display the checklist

You need to complete the Application for Benefits form in order to receive pension benefits. The form is used to select your payment options, and to sign up for tax withholding and direct deposit. Your completed form should be turned into the DTRFA 30 days prior to retirement. 
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Complete this form if you:

• want to have your pension payment deposited directly to your bank account.
• are enrolled in direct deposit already but you have changed banks or want your payment to go to a different account.
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Complete this form to change your federal and Minnesota income tax withholding for your pension payments. Click here to open the form

Use this form to enroll in DTRFA's Tax Deferred Account Plan or to change an existing account.
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Use this form to change the asset allocation of your current funds.
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Use this form to withdraw funds from your Tax Deferred Account.
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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