Texas Administrative Code
Title 34 - PUBLIC FINANCE
Part 6 - TEXAS MUNICIPAL RETIREMENT SYSTEM
Chapter 121 - PRACTICE AND PROCEDURE REGARDING CLAIMS
Section 121.5 - Forms and Applications for Benefits, or Asserting Other Claims
Universal Citation: 34 TX Admin Code ยง 121.5
Current through Reg. 49, No. 38; September 20, 2024
(a) General. Any person who asserts any claim to any right or benefit under the Act shall file written application with the director of the system at the office of the system in Austin. Pursuant to §§855.102 and 855.201 of the Act, the board authorizes the director of the system to approve all forms required by the Act or otherwise promulgated by the director or his designee(s) for use in the administration of benefits or other operations of the system. Any form approved by the director shall satisfy any requirement of the Act that a form be approved or prescribed by the board.
(b) Form, content, and signature of applications.
(1) Official forms for
applications for certain benefits. Official forms for use in applying for
service retirement benefits, for disability retirement benefits, and for refund
of accumulated contributions on terminations prior to retirement are available
at and may be obtained without charge from the office of the director of the
system, in Austin, upon written request; normally, such forms are also
available at, and can be obtained from, the director of personnel of the
participating city by which the member is or was employed, or (if no such
office is maintained) from the officer in charge of payrolls for such city; and
such forms may also be available on the system's website (www.tmrs.com) or on
electronic portals maintained by the system (e.g.,
MyTMRS®). All applications which are the subject
of any official form shall contain the information, statements, and supporting
documents designated in that official form, and shall conform substantially to
that official form.
(2) Contents
of applications having no official form. All applications for which no official
form is prescribed shall be typewritten or printed on white paper, 8-1/2 inches
wide by 11 inches long, and shall contain:
(A) The name, the address, and the Social
Security number or the system identification number of the party asserting the
right or claim;
(B) A concise
statement of the facts relied on as giving rise to the right or claim asserted;
and
(C) A prayer stating the type
of relief, action, or order desired by the applicant.
(3) Applications required to be signed. All
applications for retirement, for retirement benefits, or any other application
or form must be personally signed by the applicant, unless there is a legal
guardian, or other representative authorized by law, for the applicant, in
which event the application must be signed by the guardian or other lawfully
authorized representative. The director may require satisfactory proof of the
authority of a representative to act for the member.
(4) Confidential personal information in
support of applications or other forms. Notwithstanding the requirements in any
other rule in this Part 6 of Title 34 of the Texas Administrative Code, in the
event confidential personal information, including, but not limited to a social
security number, a taxpayer identification number, or the name or contact
information for a minor, is required by a form or contained in documents filed
with the system in support of the administration of benefits, and if such
documents or forms must be filed in public records (including, but not limited
to, court records) the director or the director's designee may accept the
confidential personal information through an alternative method designed to
protect the confidential personal information from public disclosure if the
director or the director's designee reasonably determines the alternative
method to be acceptable and provided that:
(A) the alternative method is authorized by
state law or court rules or approved by a court order providing for the
protection of the confidential personal information; and
(B) the confidential personal information is
filed with TMRS.
Disclaimer: These regulations may not be the most recent version. Texas may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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