Pre Retirement

Needed for MA Teachers' Retirement System

• Notarized birth certificate, Marriage certificate if taking Option C

• Copy of discharge if veteran

• Photo copies from contract of salary schedule for period of time which makes up your FAS, longevity and contractual stipend position.

• Six months before your effective date of retirement you should download the Application to Retire from the MTRS website. It is 18 pages long. Some of the pages must be filled out by your payroll dept. Recommend that you have them fill out their portiton first. Among these pages is the forms authorizing the MTRS to withhold your federal income tax, a form telling them where to send your monthly check and the option selection form. You no longer authorize them to take out your health insurance premium, if you are carrying it. This authorization comes from the community from which you are retiring.

• Four months(no sooner) prior to your effective date of retirement you should send the forms, return receipt requested, to the MTRS.

• Social Security

• Full retirement age

Make sure you have all the creditable service that you are entitled to have.

Know what your benefits are and how to estimate your retirement allowance under Option A,B, C. Download PDF for complete information as well as worksheet to estimate benefit.

If you are divorced, check with the MTRS as to if you should have a Domestic Relations Order filed with them.

Want help with your federal forms or information on your federal taxes? Open the mailbox on this site and connect with the IRS and have your tax questions answered by opening the appropriate site.