Member Resources

Children’s Book Project Request Form

Local Unit Online Reporting Form
District Online Monitoring

TRTA prefers that reporting be completed on the online form, but for those without computers, the following forms may still be used.
Children’s Book Project Local Unit Report Form
Children’s Book Project District Report Form

Community Volunteer Service Individual Reporting Form
Community Volunteer Service Local Unit Reporting Form
Community Volunteer Service District Reporting Form

Community Volunteer Service Online Reporting Form

Community Volunteer Service Online Monitoring Page

E. L. Galyean Service Award Application

State Award for Outstanding and Unusual Service
E. L. Galyean served as the first Executive Director of the Texas Retired Teachers Association from 1980-1992. He was named Executive Director Emeritus when he retired in 1992. The consummate educator, Mr. Galyean, with his unassuming manner and through his knowledge, leadership, service and direction, laid the groundwork for the strong, viable organization TRTA has become. This award recognizes a TRTA member for outstanding and unusual service on the State level to the Texas Retired Teachers Association and its members. The award also serves as a constant reminder of the distinctive quality of committed service rendered by Mr. E. L. Galyean to TRTA.

Guidelines for the E. L. Galyean Service Award
Requirements

1. A nominee must be or must have been (in case of posthumous consideration) a member of the Texas Retired Teachers Association and a local unit.
2. A nominee must not currently be serving on the TRTA Board of Directors.
3. A list of specific years, contributions, and offices held in TRTA – state, district, and local. As this is a state award, the major criterion will be state–level contributions.
4. A list of other relevant information, e.g. civic organizations, philanthropic involvement, honors/awards received, etc.
5. A recent photo of the nominee (3×5 or larger).
6. A copy of the dated District minutes with the motion to nominate the individual for the award.

Nomination Process

1. The TRTA publication The VOICE (second quarter) will publish a call for the E. L. Galyean Service Award nominee annually.
2. The E. L. Galyean Service Award application can be download at www.trta.org/awardapplication.
3. The district executive board may submit one nomination per year to the state; the nominee may be from that district or another. The nomination may either be one selected from a local unit recommendation or one selected only from the district board.
4. DEADLINE: The TRTA office must receive the nomination by November 1.

Selection Process

1. Applications for the E. L. Galyean Service Award with any accompanying materials will be sent to the TRTA Second Vice–President from the TRTA office. The TRTA Second Vice–President will review and confirm the applications, contacting individuals if necessary to get additional or clarifying information. The Second Vice–President will bring the applications and information to the January Board of Directors meeting.
2. The TRTA Board of Directors will hear from the Second Vice–President and review the printed materials that have been submitted and vote.
3. A maximum of one E. L. Galyean Service Award will be made during any one year. The Board of Directors may choose not to name an award recipient during any year.

Presentation of the Award

1. A presentation will be done annually for the recipient of the award.
2. In addition, the Board of Directors may approve TRTA’s payment of travel expenses for the recipient to the presentation.
3. A plaque with the names of all recipients is displayed in the TRTA office.

Each One Bring One Form

TRTA membership initiative “Each One Bring One” gives members a chance to win $100! The member’s name will be submitted for a drawing for each member recruited to join the state association.

As the local unit first vice-president/membership chair, please be sure your members follow these procedures to ensure that the records for the prize drawing are accurate.

• A member is eligible for entry in the drawing for each new member recruited to join the state association. A new recruit is defined as a person who has never before joined TRTA or who has not been a member in the past
  three years.
• When a new member joins, they should submit their dues and the “Each One Bring One” recruitment form to the local unit treasurer. The local unit treasurer confirms payment and the new member’s eligibility for the initiative.
• All completed “Each One Bring One” recruitment forms must be submitted to the local unit first vice–president/membership chair.
• The local unit first vice–president/membership chair will forward the recruitment forms to the district first vice-president.
• The district first vice-president will retain the recruitment forms, which will then be used as tickets for the prize drawing. The recruiting TRTA member will receive one entry per each new member recruited.
• The district first vice–president will bring all recruitment forms to the District Spring Leadership Development Conferences where the drawing will be conducted.
• The winners will be announced and presented with $100. Should a winner not be present, the local unit president may collect the award on the winner’s behalf or request that a $100 check be mailed to the winner from the TRTA office following the District Spring Leadership Development Conferences.

Installation of Officers Ceremonies Script

Preserving the Past, Securing the Future Script

Memorial Services

Local Unit Membership Report Forms

Local Unit Interactive Membership Brochure

TRTA Officer Filing Form

Running for TRTA Officer Positions

If you are a qualified member interested in running for a TRTA office, please complete the filing form and submit it to the TRTA office. In accordance with the TRTA Bylaws, the elected officers of the association shall be President, First Vice–President, Second Vice–President, and Secretary/Treasurer. Below are steps governing the election of TRTA Officers:

Article VII: Officers of the Organization
Section 1.1
TRTA shall have the following statewide officers, who shall be elected or appointed as specified:
1. The officers elected by the House of Delegates shall be the President, First Vice–President, Second Vice–President, and Secretary/ Treasurer. A candidate for any of these offices shall have been a participating member of TRTA and of a Local Unit for at least three (3) years, and shall have served as an elected officer of a District or Local Unit, but need not have served as a statewide officer.

Article VIII: Nominations, Elections, and Installation
Section 2
The House of Delegates shall elect the officers by secret ballot at the annual TRTA Convention. A majority vote shall elect. If no majority vote is achieved, a run–off election shall be conducted between the two (2) candidates receiving the most votes. If there is only one (1) nominee for an office, a vote for that office may be by voice.

TRTA Policy: Operations
Elections of Officers
Nominating Committee Guidelines
The TRTA staff solicits nominations for candidates to statewide office in the Third and Fourth Quarter issues of the TRTA publication. Nominee forms are available from the TRTA office or TRTA webpage. Applicants should submit their candidate filing form to the TRTA office for verification of the qualifications for office as stated in Article VII of the Bylaws. In order to have biographical data and photos of the candidates published in the First Quarter issue of the TRTA publication, the completed filing form and a printable color photo must be in the TRTA office no later than January 15. A packet, including the “TRTA Officers Handbook,” will be distributed to each candidate. Nominations are closed at the convention on the floor of the House of Delegates.
Campaign procedures to be followed by all candidates for TRTA office are:
1. Whether announced or unannounced as a candidate for a TRTA office, the campaigning period shall begin 90 days prior to the start of the TRTA Convention and conclude upon the election of TRTA officers.
2. TRTA shall not pay campaign expenses incurred for any candidate.
3. During the campaign period, a sitting officer who has an opponent may not use financially reimbursed assignments to district and local TRTA meetings for campaign purposes.
4. Candidates, their local unit, or their district may send campaign materials to other locals and districts and to the TRTA Board of Directors.
5. Name and address mailing labels of district and local unit presidents and the TRTA Board of Directors may be provided to TRTA officer candidates upon written request to the TRTA Executive Director. A payment of $25 is required. The request must indicate that the label information will be used only in the campaign for the current office sought.
6. Candidates will be provided e-mail and telephone contacts for campaign purposes by staff.
7. Prior to convention, a candidate may wish to prepare printed campaign materials for distribution during the convention where a table will be designated for each candidate to use for display and distribution of campaign materials.
8. The Immediate Past President will present a slate of officer nominations to the House of Delegates during the annual TRTA Convention.
9. TRTA shall not endorse any candidate.

2020-2022 1st VP Membership Resource Guide

2020-2022 2nd VP PR Resource Guide

2020-2022 CVS Resource Guide

2020-2022 District Treasurer Resource Guide – Additional Treasurer information can be found here.

2020-2022 Gmail Resource Guide – Additional Gmail information can be found here.

2020-2022 Healthy Living Resource Guide – Additional Healthy Living information can be found here.

2020-2022 Historian Resource Guide

2020-2022 IPS Resource Guide

2020-2022 Legislative Resource Guide – Additional Legislative information can be found here. 2020 Texas Legislative races can be found here.

2020-2022 Local Unit President Resource Guide

2020-2022 Local Unit Support Resource Guide – Additional Local Unit Support information can be found here.

2020-2022 Local Unit Treasurer Guide – Additional Treasurer information can be found here.

2020-2022 Member Benefits Resource Guide – Additional Member Benefits information can be found here.

2020-2022 Retirement Education Resource Guide – Additional Retirement Education information can be found here.

2020-2022 Secretary Resource Guide

2020-2022 Setting Up a Facebook Page Resource Guide

2020-2022 TRTF Resource Guide – Additional TRTF information can be found here.

Readers Love Teachers Session Presentation

Road Scholar Information

Membership ticket

Benefit presentation

Retirement Seminars can now be requested directly through TRTAConnect without having to mail in a request form. Attendees can register online and will receive a confirmation from the TRTA website.

Once you have confirmed your date with TRS, log into your local unit profile (not your personal account) on the TRTA website. Select “Retirement Seminar Request” from the top navigation menu and follow the instructions.

The TRTA state office will create an event registration portal to collect registrations on your behalf which will appear on the TRTA website at www.trta.org/retirementseminars. Once your event registration is live, you may begin marketing your event using the event brochure below.

If you cannot complete the event request yourself, please enlist the assistance of another local unit officer or contact the TRTA Membership Department at membership@trta.org.

Scholarship and Grant Reporting Forms

Local Unit Scholarship Grant Form-submit form to your District Treasurer
District Scholarship Grant Form-submit form to the State Secretary/Treasurer

Tax Reporting Forms

Treasurer Mandatory Bonding Form, TR-1 and TR-2 are now Fillable!

Mandatory Bonding Form-submit form to the TRTA office
Tax Reporting Activity Forms (TR-1 and TR-2)-submit form to the TRTA office
Bank Activity (Form TR-2)-Excel format

TR-2 Helpful Hints and Example Sheet

2019-2020 TRTA Bylaws

Proposed Amendment to the TRTA Bylaws Form

Local Unit Policies, Procedure and/or Standing Rules Sample

District Policies, Procedure and/or Standing Rules Sample

Stilwell Retirement Residence has long been a retirement community for educators all across Texas. Stilwell’s stories and background are an important part of the history of educators in Texas. To learn more about Stilwell and their retirement community, please visit their website.

Local Unit Page Form

Local Unit Page Update Form

District Page Form

District Page Update Form

Newsletters:

Jan. 2020 (Downloading info from localunits.org)

Feb. 2020 (New features on TRTA.org sites)

March 2020 (How to keep your local informed via Facebook)

April 2020 (Keeping Track of Your Passwords)

Committee Annual Reports (2019-20)

The TRTA App is Here, Download it Today!

With in-person functions cancelled through the end of the year, it is more important than ever to connect with each other in the digital world. Now, there’s an app for that! TRTA’s new mobile app can be used year-round and seamlessly interfaces with current TRTA technologies and databases.

Download the TRTA app to by going to your device’s app store and searching for “TRTA” or using the links below. The app is available for both Android and Apple users and for both cellular phones and tablets but does not have an interface for computers at this time.

• iOS Download Link
• Android Download Link
• Download Instructions
• Full User Guide

The TRTA.org website and the TRTA mobile app use the same username and password. For most, your username is your member ID and your password is trta123. Please email membership@trta.org for any assistance with your login credentials.

It Pays to Participate

Everyone who downloads the TRTA mobile app and logs in by October 31 will be entered into a prize drawing to win one of over 50 gifts cards as a thank you! Winners will be able to choose from several great store options, and prizes will be delivered electronically by email. Anyone who has already logged into the app is automatically entered. Don’t miss out on winning one of the following prizes:

• 2 –  $100 store gift cards
• 10 –  $50 store gift cards
• 20 – $25 store gift cards
• 20 – $15 store gift cards

App Features and Highlights

With one app, you will be able to stay connected with your peers and fellow retirees every day!

• Push Notifications: Never miss a beat by receiving push notifications (similar to text messages) directly to your phone
• Forums: Discuss TRTA-related or lifestyle topics and stay connected with fellow retirees in this increasingly disconnected time
• Resources: Access the library to download membership forms and documents that every member needs
• News Feed: Read and comment on the most current Inside Line and learn about legislation that might affect you
• Directory: Find other app users you can network with, regardless of your geographic location
• Events: Explore the calendar of upcoming (virtual) TRTA events
• Contests: Participate in contests and prize drawings; get started today to increase your chances of winning!