2023 Benefit Verification forms will NOT require a notary signature. Instead, an adult 18 years or older can sign as a witness.

By January 30, all annual 1099-R tax statements and biennial Benefit Verification forms will be mailed to the over 70,000 MTRS members who received a benefit payment in calendar year 2022.

The MTRS is not requiring a notary signature on 2023 Benefit Verification forms. Instead, 2023 forms will require the signature of a witness who can be anyone 18 years of age or older and can include family members, friends, neighbors and more.

As noted in the instructions included with your forms, please be sure to complete and return your Benefit Verification form, in the pre-addressed envelope that is provided, by Friday, March 24, 2023.

Your forms will arrive in the SAME ENVELOPE, with the Benefit Verification form folded BEHIND your 1099-R. If you do not receive your forms by Wednesday, February 15, 2023, please call our main office at 617-679-6877.

For your reference, the pension payment schedule for 2023 is also included in the mailing.

For more information, including new video overviews, see About your 1099-R tax form and Benefit Verification process.