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Interactive version for payroll administrators
Refund Application, Part 2
What is this?
What is the process?
What format is this document in?
Frequently asked questions
Go to Refund Application, Part 2 (2 pages, pdf)
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This is Part 2 of our refund application, which is to be completed by payroll administrators. While there are two different refund applications for members, Part 2—the employer’s portion—is the same for BOTH versions. For your reference, the member applications differ based on how the member wishes to receive the payment—either a direct refund to him or herself, or a full or partial rollover to an eligible plan.
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Part 2 is the service and salary history portion of the application. You will find that it is very similar to Part 2 of the Retirement Application.
- It is two pages long, and, unlike the Part 2 that appears in the downloadable application that is accessible to members, is interactive, meaning that you can fill it in onscreen.
For your reference, a guide to the refund process—which contains an interactive eligibility “quiz,” general information on what it means to take a refund and access to the two different applications—is available to members at http://mass.gov/mtrs/2members/20active/20refund/refintro.htm.
What is the process?
| Step 1: | The refund applicant will present you with a printed copy of Part 2 of his or her refund application. Members applying for a refund are instructed to print the application—which includes Part 2 in a non-interactive format—and bring Part 2 to you for completion. Neither Part 1, which is completed by the applicant, nor Part 2 may be submitted by e-mail or via the web. |
| Step 2: | You are to complete Part 2, make a copy for your records, and return Part 2 to the applicant. It is the applicant’s responsibility to send us both Part 1 and Part 2 together. You are welcome to complete the copy of Part 2 that they bring you, or come to this page and access this interactive version so that you may complete Part 2 onscreen. In all cases, you must have a hard copy that you sign and return to the applicant. It is not possible to submit Part 2 by e-mail or via the web. |
What format is this document in?
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This file is in portable document format (pdf), which is best accessed using Adobe Acrobat Reader 6.0 or later, available for free from the Adobe website. Note: If you have an earlier version of Acrobat Reader, you may still be able to access the document, but if you have any problems, please check your version of Reader and upgrade if necessary.
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As you probably know, however, you will NOT be able to “save” the file with any data that you enter; once you close the document, the fields revert to blank or the default settings.
Accordingly, please be sure to PRINT and PROOFREAD your document BEFORE you close it, as you cannot save your data.
At what point in the process am I supposed to complete Part 2 and return it to the applicant?
- You should complete and return Part 2 directly to the applicant after you have issued the applicant’s final paycheck. It is then the applicant’s responsibility to submit both Part 1 and Part 2 to the MTRS’s main office. Please note that the applicant cannot submit this application until after his or her last day of service, and we cannot process the refund until after we have received and posted the applicant’s final payroll deduction.
Whom should I contact if I have any questions about this form?
- If you have any questions about this form or the refund process, please contact either our main office, at 617-679-MTRS, or our Springfield office, at 413-784-1711. Or send us an e-mail at empsup@trb.state.ma.us.
I have suggestions about how this form can be improved. How do I communicate them to the MTRS?
- We will continue to improve and enhance the application to make it more effective. Your input is always welcome. Please e-mail your comments and suggestions to empsup@trb.state.ma.us.