Tax filing deadlines extended to May 17, 2021Both the IRS and Massachusetts Department of Revenue have extended the 2021 Tax filing deadline to May 17, 2021. Please note, your MTRS benefits are not taxed by Massachusetts, but you may owe taxes if you live in another state. Be sure to check with your state of residence’s Department of Revenue for their 2021 Tax Filing deadlines.

Offices open for limited walk-in services

MTRS offices are now open for limited walk-in services on Monday, Tuesday, Thursday, and Friday from 10:00 am – 3:00 pm and extended hours on Wednesdays from 10:00 am – 5:00 pm.

Masks are required for visitors and staff until further notice.

Please read below for important walk-in service information.

Offices open for limited walk-in services

MTRS offices are now open for limited walk-in services on Monday, Tuesday, Thursday, and Friday from 10:00 am – 3:00 pm and extended hours on Wednesdays from 10:00 am – 5:00 pm.

Masks are required for visitors and staff until further notice. Please note: Group counseling sessions and seminars at both offices are postponed until further notice.

Please visit the Contact page for important walk-in service information.



MTRS COVID-19 updates

 



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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.

Beneficiary Designation–Active and Inactive Members  

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.

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.

Retirement application 

Termination retirement statement and release 

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.

Report of death of MTRS member

 


 

Member news