By January 30, the MTRS will have mailed your 2024 1099-R tax form and, if applicable, a 2025 Benefit Verification Form (BVF).
Benefit Verification process discontinued for permanent MASSACHUSETTS residents
A recent regulatory change ends the requirement that Massachusetts retirement systems conduct a biennial Benefit Verification (BV) process, provided the system utilizes a third-party death match service. The MTRS utilizes such a service and also receives comprehensive vital statistics from the Commonwealth of Massachusetts. Thus, going forward, the MTRS will only send BVFs to benefit recipients whose permanent address is out of state.
Please note that if your permanent address is in MA, but you have an active temporary address, you will receive your 1099-R at your active temporary address but will not receive a BVF; nor will you be required to complete one.
Benefit Verification process for benefit recipients residing OUTSIDE of Massachusetts
If you maintain a permanent residence outside of Massachusetts, you will receive your 2024 1099-R and 2025 BVF together in the SAME ENVELOPE and you must complete and return the BVF as instructed.
Please be sure to sign and have a witness sign your completed form before returning your Benefit Verification form, in the
pre-addressed envelope that is provided, by March 24, 2025.
Additional information
If you do not receive your 1099-R tax form by February 28, 2025, please call our main office at 617-679-6877 to request a duplicate.
For your reference, the pension payment schedule for 2025 is also included in the mailing.