Annual Statements have been sent for all active teachers as of January 14th. Annual Statements do not reflect service purchases completed AFTER June 2025. If you need to request a duplicate copy of your Annual Statement prior to February 2nd please contact your employing district. Inactive and State employed TRB members will receive their statements in February. The Annual Statement Center can be used to alert TRB of possible errors on your statement. Duplicate statements for the 2024-25 year will be added to the Annual Statement Center on February 2nd 2026.

IRS Required Minimum Distribution

The Internal Revenue Service (IRS) requires individuals who will attain age 72 during the current calendar year to make a minimum withdrawal (a refund to the member, not a rollover to another qualified plan) from their retirement plan either during the current calendar year or by March 31st of the next calendar year; failure to do so results in a tax on the member’s retirement account.  The Teachers’ Retirement Board (TRB), however, does not issue partial refunds and so we will only process a withdrawal for the entire account balance, and will not process a withdrawal for only the required minimum distribution. A member may choose to roll over their TRB account to another qualified plan such as an IRA and then take the required minimum distribution from that account.