Change my beneficiary - MTRS

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Coronavirus Information—Updated 12/18/2020
■ Please see our Frequently Asked Questions, updated 12/18/2020.
■ Video update for Active Members, posted 5/19/2020.
■ MTRS offices are closed to the public until further notice, essential services continue.
■ Retirees and Survivors, no delay to your monthly benefit.
■ Continue to mail Retirement Applications and any paperwork to the appropriate office.
■ For urgent matters, email GenInfo@trb.state.ma.us or call the Charlestown (617-679-6877) or Springfield (413-784-1711) office.
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Change my beneficiary

Active and inactive members

 

Beneficiary Designation Form for Active and Inactive Members 

 

Use this to name a beneficiary, or to change your beneficiary designation as an active or inactive member. For more information, see Survivor Benefits.

 

Benefit recipients (retirees and survivors)

Beneficiary Designation Form for Retirees and Survivors

 

If you are currently receiving a benefit as:

  • an Option A or B retiree, or as a survivor of an MTRS member, you can use this form to change your beneficiary(ies) at any time.
  • an Option C retiree, do not use this form, as you may not change your Option C beneficiary after your retirement date, per sate law.

 

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MAIN OFFICE

500 Rutherford Avenue, Suite 210

Charlestown, MA 02129

Phone: 617-679-6877

Fax: 617-679-1661


SPRINGFIELD OFFICE

One Monarch Place, Suite 510

Springfield, MA 01144

Phone: 413-784-1711

Fax: 413-784-1707

Call us 617-679-6877
Send us an email geninfo@trb.state.ma.us
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