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Retirement Application

We encourage you to contact the office anytime as you approach retirement.  Ultimately, when the time comes, you will be required to visit the office and discuss the options with one of our experts.  In the meantime, here is a list of forms and information sources to help you prepare:

Forms required:
Retirement Packet all forms
 
Individual forms (when needed):
Retirement Application
Option Choice Form
W-4P 2020
Direct Deposit request Form
Authorization for Payment of Insurance Premiums
Post retirement earnings sign off packet
 
Option B beneficiary change form
Option A & B residual beneficiary payment form
 
Sources of information:
Massachusetts Public Employee Retirement Guide for those Who Became Members Prior to 4-2-2012
Massachusetts Public Employee Retirement Guide for those Who Became Members After to 4-2-2012
 
Click here to Estimate your retirement.
 
Click here to go to our General Information for Retirees
 

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