Forms 228a 2026

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The document is a Federal Income Tax Withholding Certificate (TRS228A) for participants of the Teacher Retirement System of Texas. It allows individuals to specify their preferences regarding federal income tax withholding from their monthly benefits. Participants can choose to have no tax withheld, claim allowances for withholding calculations, or specify a fixed amount to be withheld. The document outlines the implications of each choice and emphasizes the importance of filing the certificate to avoid automatic withholding based on assumed marital status and allowances.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your TRS Participant ID or Social Security Number in the designated field.
Fill in your name, address, city, state, and zip code accurately to ensure proper identification.
Select one of the three options regarding federal income tax withholding. Make sure to read each option carefully before making your choice.
If you choose options 2 or 3, complete the 'Allowances Claimed' section by indicating the number of allowances for yourself and your spouse, as well as any additional allowances.
Indicate your marital status by selecting either 'Married', 'Single', or 'Married but withhold at a higher single rate'.
Finally, sign and date the form at the bottom to validate your preferences before submitting it.

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