1. Beneficiary Designation Form for Retirees and Survivors  pdf format of Beneficiary Designation Form for Retirees and Survivors
    For Option A and B retirees and survivor benefit recipients ONLY. Do not use this form if you are an Option C retiree.
  2. Change of Address Form–Retired member  pdf format of Change of Address Form–Retired member
    Use this to notify us of a temporary or permanent change in your address.
  3. Substitute Form W-4P  pdf format of Substitute Form W-4P
    Use this to change your federal tax withholding.  
  4. Direct Deposit Authorization Form  pdf format of Direct Deposit Authorization Form
    Use this to receive your payment via direct deposit to your bank account instead of by mailed check, or to change the bank account to which your benefit payment is directly deposited. For more information, see Direct deposit information.
  5. Report of death of MTRS benefit recipient pdf format of Report of death of MTRS benefit recipient
    Survivors of benefit recipients may use this form to report the death of a retiree or a person receiving a survivor benefit. For more information, see Report the death of a benefit recipient.