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Assist Members with a Beneficiary Change?


Because life changes (death, marriage, having a child, divorce) can occur during an employee’s career with the city, it is very important to keep beneficiary designations up-to-date. Beneficiary data is shown on each member’s annual statement and can be viewed by employees through MyTMRS or may be requested by the member in writing.

After enrollment and prior to retirement, members submit beneficiary designation forms based on their vested status. “Vesting” is the length-of-service requirement for a TMRS retirement benefit. Depending on the city plan, an employee is vested after obtaining either 5 or 10 years of service. If you are not sure whether an employee is vested, contact TMRS.

  • If the member is not vested, have him/her fill out the Beneficiary Designation for Non-Vested Members (TMRS-0007) form.

    Beneficiary Designation for Non-vested Members Form

    Have the member complete the top portion of the form:

    • Full name
    • SSN (must be legible and match the number on file)
    • Mailing address
    • Employing city
    • Daytime phone

    Fill in the information about your Primary Beneficiary (limit 3):

    • Full legal name
    • Relationship to you (spouse or non-spouse)
    • Social Security number
    • Date of birth
    • Sex (male or female)

    If he/she wishes to name a custodian for a minor child and/or designate alternate beneficiaries (limit 3), fill out the appropriate areas of the form.

    • Signature Required – be sure to sign and date the form.
    • Send the form to TMRS either by mail or fax.

Vesting is an important time to review beneficiary designations because if a vested member dies without having a valid beneficiary designation on file at TMRS, death benefits will be paid in the following order after in-depth review:

  1. To the spouse; or
  2. To the children if there is no spouse; or
  3. To the last designated beneficiary if there is no spouse and no children; or
  4. To the estate

  • If the member is vested, fill out the Beneficiary Designation Form (TMRS-007V) form.

    Beneficiary Designation for Vested Members Form

    Have member complete the top portion of the form:

    • Full name
    • SSN (must be legible and match the number on file)
    • Mailing address
    • Employing city
    • Daytime phone
    • Marital status (if married, please see the Spousal Consent Section)

    Fill in the information about your Primary Beneficiary (limit 3):

    • Full legal name
    • Relationship to you (spouse or non-spouse)
    • Social Security number
    • Date of birth
    • Sex (male or female)

    If he/she wishes to name a custodian for a minor child and/or designate alternate beneficiaries (limit 3), fill out the appropriate areas of the form.

    • Signature Required — be sure to sign and date the form.
    • Spousal Consent — If the member is married and designates someone other than or in addition to his/her spouse as primary beneficiary, the spouse must give his/her consent by signing the spousal consent affidavit in the presence of a Notary Public.
    • Send the form to TMRS either by mail or fax.
    Please note that completion of the alternate beneficiary page is optional for this form; however, if completed, page 2 must accompany page 1 when submitted to our system.

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©2016 Texas Municipal Retirement System.
This website is an informal presentation of the TMRS Act and related law. If any specific questions of fact or law should arise, the statutes will govern. TMRS, MyTMRS, and the TMRS logo are registered trademarks of the Texas Municipal Retirement System.