Forms & Guides
Massachusetts Public Employee Retirement Guides
These two guides are for members who have remained members of a the Massachusetts public retirement system prior to April 2, 2012. Currently these guides are only available in electronic format.
- Retirement Guide for Pre-April 2, 2012 Members (PDF)
- Survivor Guide for Pre-April 2, 2012 Members (PDF)
Retirement Guide for New Members
This new retirement guide (PDF) is for members who first became members of a Massachusetts public retirement system on or after April 2, 2012 (those that withdrew from the system prior to April 2, 2012 come into the system under these rules).
Retirement Age / Service Tables
This age and service spreadsheet contains age factor tables for Group 1 (most employees are in this group), Group 2 (electricians and certain hazardous occupations designated by law) and Group 4 (public safety employees such as police officers and firefighters). The new age factor tables for members April 2, 2012 and after are also included in this document. All percentages are for an Option ’A’ retirement allowance.
NOTE: This spreadsheet is interactive and requires Microsoft Excel or other supported software such as Open Office Calc to function properly.
General Membership Forms
The following forms will need submitted when you retire. Please contact our office to obtain the current forms.
- Application for Voluntary Superannuation (PDF) - Use this form to apply for retirement.
- Option Selection Form (PDF) - Use this form to select your retirement option (A, B or C).
- Limitations on Earnings After Retirement (PDF) - Sign and submit this form with your applications.
- W-4P (PDF) - Return this form for your federal tax withholding preference.
- Change Designated (PDF) Option B (for retirees) Beneficiary (PDF)
- Direct Deposit Form
- Other required documents: Copy of birth certificate; Copy of marriage and birth certificate of spouse (if retiring under Option C only).