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Effective Date: 
10/1991

Documents

Instructions

Updated: 4-2001

Purpose

To provide a means of requesting the amount of benefit paid to a beneficiary of the Teacher Retirement System.

Procedure

When to Prepare

The case manager prepares Part I of Form H1297 to request benefit information from the Teacher Retirement System.

Number of Copies

The case manager prepares an original and two copies.

Transmittal

The case manager mails the original and first copy to the Teacher Retirement System. He retains the second copy in the case folder. When the reply is received from the Teacher Retirement System, he destroys the copy.

The Teacher Retirement System staff completes Part II of Form 1297 and returns the original to the case manager.

Form Retention

The original of Form 1297 is kept in the case folder for three years after denial of the individual.

Detailed Instructions

Self-explanatory.