The Massachusetts Teachers’ Retirement System is the largest of the Commonwealth’s 105 contributory retirement systems. We provide retirement, disability and survivor benefits to more than 88,000 active educators and 59,000 retirees and survivors. We’re glad to have you as a visitor and encourage you to browse often!
Benefit recipients: If you haven’t received your 1099-R form yet, please contact us
If you received a benefit payment from the MTRS in calendar year 2013, then you should have received your 1099-R tax statement, as they were mailed out in January. If you have not received your form yet, please call our Cambridge office at 617-679-6877 to request a duplicate.
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Dear Members, please bear with us during this extremely busy time!
If you're waiting to hear from us on a request for service, we ask that you please be patient. As noted in our August newsletter, we received more than 20,000 service purchase applications after Pension Reform III, and the record-setting volume has caused lengthy processing delays. Although we had anticipated a temporary increase in the number of applications—and increased staffing levels accordingly—the volume simply and significantly exceeded our projections.
We are very sorry for any delay you may experience, and ask that you please bear with us during what is an extremely busy time for our staff. Thank you in advance for your understanding and continued patience.
NOTE: If you are retiring within the next four to six months and you have one or more service purchase applications currently pending with us, please let us know so that we may give your service purchase requests priority.
IMPORTANT NOTICE FOR ACTIVE MEMBERS WHO FILED INCOMPLETE §3 SERVICE PURCHASE APPLICATIONS ON OR BEFORE APRIL 2, 2013
If you submitted only the "Part 1, member portion" of your §3 service purchase application on or before April 2, and:
- you have already submitted the "Part 2, employer portion" and any other documentation required to complete your application, thank you!
- your former employer was unable to provide you with the completed "Part 2, employer portion" prior to the October 2 deadline, please submit your completed "Part 2, employer portion" to our office as soon as you receive it, and also include a letter describing the steps that you took before October 2, 2013 to have your "Part 2" completed by your former employer.
After you submit your information, we will send you an e-mail or letter to acknowledge its receipt. If you have not heard from us yet, please be patient. As noted in our August newsletter, we received more than 20,000 service purchase applications after Pension Reform III, and this record-setting volume has resulted in unavoidable processing delays. Please bear with us during this extremely busy time—and thank you in advance for your understanding.