Senate votes to fully repeal WEP/GPO.
Please refer to our latest MTRS News story, for more information.
MTRS COVID-19 updates
For active members
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2018 1099-R and 2019 Benefit Verification form to mail by end of January.If you do not receive your 1099-R tax form or your Benefit Verification form by Wednesday, February 13, please call us at 617-679-6877. Please complete and return your signed and notarized Benefit Verification form by Friday, March 29, 2019.
MM/DD/YYYY: SEVERE WEATHER CONDITIONS, OFFICES CLOSEDIf the alert has text in addition to the title, place it in a separate span tag from the icon.
2018 1099-R and 2019 Benefit Verification form to mail by end of January.If you do not receive your 1099-R tax form or your Benefit Verification form by Wednesday, February 13, please call us at 617-679-6877 to request duplicates. Please complete and return your signed and notarized Benefit Verification form by Friday, March 29, 2019.
MM/DD/YYYY: SEVERE WEATHER CONDITIONS, OFFICES CLOSEDIf the alert has text in addition to the title, place it in a separate span tag from the icon.
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Reminder to members: As described below, there are time and earnings restrictions on re-employment with a Massachusetts public employer. However, there are no restrictions on employment in the private sector, public employment in another state or employment with the federal government.
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Beneficiary Designation Form for Active and Inactive Members
Use this to name a beneficiary or to change your beneficiary designation. For more information, see also Survivor Benefits.
Refund Application (for withdrawing or rolling over your MTRS account)
Recommended process: If you leave active teaching service and wish to withdraw your funds, please walk through this step-by-step process. At the end of that process, you’ll be able to download the Refund application.
Creditable service purchase application forms (see also Creditable service)
NOTE: To be eligible to purchase service (except Peace Corps service), at the time you submit your service purchase application, you must be a member in service with the MTRS. Generally, you are a “member in service” if you are: actively teaching; receiving Workers’ Compensation for total incapacity; on a sick leave; or, on an authorized unpaid leave of less than one year.
Substitute, temporary or part-time public school service in Massachusetts
Out-of-state public school teaching service purchase application
Other Massachusetts public service purchase application
Prior refunded service with a Massachusetts contributory retirement system
Nonpublic school/MA publicly-funded service purchase application
Nonpublic school/pre-1973 service purchase application
Chapter 71 military service application
Peace Corps service purchase application
US Department of Defense overseas dependent school service purchase application
Vocational work experience service purchase application
Request for an updated invoice for a prior service purchase
For service purchase payments only (see Purchasing service with a direct transfer or rollover)
Direct Rollover Acknowledgement Form
Trust-to-Trust Acknowledgement Form
Retirement application forms
Regular (“superannuation”) and termination retirement
Recommended process: When you’re ready to retire, access our online benefit estimator and review the general retirement process. At the end of that process, you’ll be able to download a retirement application.
Disability (ordinary and accidental retirement)
If you should find yourself permanently disabled and unable to work for an extended period of time, please review the process for applying for a disability retirement benefit.
Disability (ordinary and accidental retirement)
For more information, see Retirement overview, factors and worksheet
Report of death of MTRS member
Survivors of active members may use this form to report the death of a MTRS member. For more information, see Survivor benefits for active members.
