Completing TX TRS Retiree Forms 7 and 8



Description of Issue

Where in Munis can you pull data for completing TX TRS Form 7 & 8?



Context
  • Payroll

  • Texas

  • TX TRS



Cause

Forms are manually completed and submitted



Resolution

Payroll Detail History can be used to gather data for entry into the report. 

Search by check date and export to excel to calculate amounts.



Additional Information

TRS 7 - Notice of Final Deposit before Retirement and School Official Certification of Salaries: https://www.trs.texas.gov/TRS%20Documents/form_7.pdf

TRS 8 - Notice of Final Deposit of​ Deceased Member Form: https://www.trs.texas.gov/TRS%20Documents/form_8.pdf

All TRS Forms: https://www.trs.texas.gov/Pages/about_forms.aspx