Investment Options 5.5.1 Rollover Pre-Tax Contribution Account for Inactive Member As of July 1, 2019, inactive members can roll over funds from a qualifying IRA or retirement plan into TRF My Choice and continue to direct the fund elections as with the DC funds. Complete the Transfer Funds from an Outside Account into a TRF RSA form available on the TRF Forms page on the INPRS website. TRF My Choice: Retirement Savings Plan Member Page 17 of 30 Handbook Effective: 07/01/2024

Teachers’ Retirement Fund My Choice Plan Member Handbook - Page 17 Teachers’ Retirement Fund My Choice Plan Member Handbook Page 16 Page 18