Beverly Guilbe

Member Record Review

• Actively participates in the TRS Benefit Processing training program.
• Performs research and analysis of member records to ensure accuracy and completeness of information and to determine eligibility for one or more types of benefit or service, such as service credit purchase, retirement estimates, service retirement, disability retirement, death benefits, refunds, or account maintenances.
• Verifies member’s name, address, and other demographic information.
• Reviews the member account to determine amount of creditable service and/or eligibility for routine refund, retirement, and reinstatement of withdrawn service.
• Updates or corrects demographic information, makes adjustments to correct service information, and re-indexes imaged documents.
• Communicates with members, school districts, alternate payees, attorneys, executors, and other interested parties to verify or obtain member information and to provide information regarding annuity verifications, account balances, and complex agency laws, regulations, procedures, and processes.
• Utilizes TRS systems to retrieve and research member data.

Benefit Processing

• Reviews documents for authenticity and accuracy, and processes requests relating to assigned benefit program(s).
• May process lump sum refunds of member contributions including accounts involving Optional Retirement Program (ORP), Partial Lump Sum Option (PLSO), and/or Qualified Domestic Relations Orders (QDROs).
• May prepare cost statements for purchase of TRS service based on withdrawn service, military service, unreported service, and out of state service.
• May verify the legitimacy of beneficiary designations and finalizes payments for death claims for members/retirees, including those with specialized issues such as QDROs.
• May process retirement estimates.
• May finalize applications for retirement and authorizes entry onto the annuity payroll.
• May review Power of Attorney documents.

Technical Assistance (Benefit Processor)

• Reviews and validates the work of other Benefit Processors for accuracy, completeness, and correct application of routine laws, policies, and procedures.