![]() ![]() MASSACHUSETTS TAP FORMS PLUSNote: you may not name a new Option C beneficiary your monthly benefit will "pop up" to the Option A benefit amount that you would have received on the date of your retirement, plus any cost-of-living adjustments.GO TO MASS.GOV/MASSTAXCONNECT TO FILE ONLINE FOR FASTER PROCESSING Use this form to report the death of an Option C beneficiary. For more information, see Report the death of a benefit recipient. Survivors of benefit recipients may use this form to report the death of a retiree or a person receiving a survivor benefit. Report of death of MTRS member or benefit recipient For more information, see Direct deposit information. Use this to receive your payment via direct deposit to your bank account instead of by mailed check, or to change the bank account to which your benefit payment is directly deposited. ![]() Use this to change your federal tax withholding. Use this to notify us of a temporary or permanent change in your address Do not use this form if you are an Option C retiree. For more information, see Creditable service FAQs.īeneficiary Designation Form for Retirees and Survivorsįor Option A and B retirees and survivor benefit recipients ONLY. 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 Retirement overview, factors and worksheet. 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. Termination retirement statement and release Be sure to review our Ready for Retirement videos too! MASSACHUSETTS TAP FORMS DOWNLOADAt the end of that process, you’ll be able to download a retirement application. Recommended process: When you’re ready to retire, access our online benefit estimator and review the general retirement process. Request for an updated invoice for a prior service purchaseįor service purchase payments only (see Purchasing service with a direct transfer or rollover) Vocational work experience service purchase application US Department of Defense overseas dependent school service purchase application ![]() Nonpublic school/pre-1973 service purchase application Nonpublic school/MA publicly-funded service purchase application Prior refunded service with a Massachusetts contributory retirement system Other Massachusetts public service purchase application Out-of-state public school teaching service purchase application Substitute, temporary or part-time public school service in Massachusetts 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. 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. For more information, see Survivor benefits for active membersĬreditable service purchase application forms Survivors of active members may use this form to report the death of a MTRS member. At the end of that process, you'll be able to download the Refund application. Recommended process: If you leave active teaching service and wish to withdraw your funds, please walk through this step-by-step process. For more information, see also Survivor Benefits ![]() Use this to name a beneficiary or to change your beneficiary designation. Beneficiary Designation Form-Active and Inactive Members ![]()
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