| Beneficiary Designation Form--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 | 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. |
| 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 |
Creditable service purchase application forms | (see also Creditable service) |
NOTE: To be eligible to purchase service (except Peace Corps service and refund buybacks), 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 Acknowledgment Form |
| Trust-to-Trust Transfer Acknowledgment Form |
Retirement application forms |
| Retirement application | 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. Be sure to review our Ready for Retirement videos too! |
| Termination retirement statement and release | |
| Disability retirement application | 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. For more information, see Retirement overview, factors and worksheet. |
| Request for creditable service estimate | If you are within two years of retirement or have a complicated employment history and need to know how much creditable service you have to plan your retirement. For more information, see Creditable service FAQs. |