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Interactive version for payroll administrators
Retirement Application, Part 2
What is this?
What is the process?
What format is this document in?
Frequently asked questions
Go to Retirement Application, Part 2 (5 pages, pdf)
December 1, 2011
UPDATE: New version of Part 2 released—now in “savable” pdf format!
In advance of the upcoming retirement season, we have reviewed and revised our Retirement Application—both Part 1, which is completed by the member, and Part 2, which is completed by employers. Please note, however, the basic process remains the same: members are still to complete Part 1 and provide you with a printed copy of Part 2; you are still to complete Part 2 and return it to the member for sending to us.
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This is Part 2 of our retirement application.
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It is the service and salary history portion of the application that is to be completed by payroll administrators.
- It is five 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, the complete retirement application is available to members at: http://mass.gov/mtrs/2members/20active/retapp.pdf .
What is the process?
| Step 1: | The retiring member will present you with a printed copy of Part 2 of his or her retirement application. Members applying for superannuation (regular and RetirementPlus) or termination retirement are required to use this application. They are instructed to print the application—which includes Part 2 in a non-interactive version—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 member. It is the member’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 member. It is not possible to submit Part 2 by e-mail or via the web. |
What format is this document in?
- This file is in portable document format (pdf), which is best accessed using Adobe Acrobat Reader X 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.
I have already completed and/or submitted the previous, five-page version of Part 2. Do I now need to complete this new version?
- No—if you have already completed the “old,” five-page version of Part 2, you do NOT need to complete this new version of Part 2.
If I have not yet completed Part 2 for an applicant, and he or she provides me with the “old,” five-page version, which version of Part 2 should I complete?
- In this case, please complete the new, five-page version of Part 2.
I have suggestions about how the new 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.