Non-MyTRS employer forms

MTRS benefits and services

• Retirement Application, Part 2
  • Retirement benefit estimator (pdf, 4 pages)
• Refund Application, Part 2
• Disability Retirement: Employer’s Statement (pdf, 10 pages)
• Service purchase forms: Interactive versions of Part 2
  • Vocational work experience
  • MA substitute, temporary or part-time service

New members

• RetirementPlus Election Form (2 pages, pdf; for newly enrolled employees transferring into the MTRS from another Massachusetts public retirement system)
• Social Security Form 1945

• Retirement Deduction Submittal form (1 page, pdf)
• Reporting contributions for MTRS members called to active military duty

• PERAC’s interactive Retirement Earnings Worksheet (Excel, 1 page)
• Instructions for Using the Worksheet (pdf, 1 page)
• See also our web page on Working after retirement