If you are a benefit recipient of the Massachusetts State Employees’ Retirement System (“MSERS”) and have not yet returned your Benefit Verification Form ("BVF"), or if your initial form was not approved by the MSRB, you will receive a SECOND Benefit Verification Form along with this letter pdf format of BVF Rejected Letter June 2014 FINAL in the mail during the next week or two.

If your initial form was not approved, possible reasons include:

  • The form was not signed.
  • The form was not properly notarized. (Notary cannot be a family member.)
  • NOTE: If the form was completed under a Power of Attorney, the Board needs a full copy of the Power of Attorney document.

Important information:

PLEASE NOTE: If the benefit recipient has passed away, there is no need to return the form. Instead, please notify the Board of their passing and either fax (617-723-1438) or mail a copy of their Death Certificate to the Board at One Winter St, 8th FL Boston, MA 02108. Thank you!

Every two years, the State Retirement Board conducts a benefit verification process, mandated by state regulations. All benefit recipients must demonstrate that they remain eligible to continue receiving benefits. Failure to properly complete and promptly return your form to the Board may result in the suspension or termination of your benefits. Please note: it is acceptable to return the form after the second deadline date of July 04, 2014 without harm to a member's benefit payment as it takes several months to process all the BVFs due to the high volume.

Please review the information listed on the form to make sure what we have in our records for you is correct and, if needed, update any incorrect or outdated information in the space provided.

Finally, after you have reviewed your information, made any necessary changes, and completely filled out the form, all you need to do is sign the form before a notary public and mail it back to us.

Note: If there is a change to your name or date of birth, we will need additional documentation before we can update your record. Your member ID does not need to be corrected.

 

BVF Form 2014

Frequently asked questions:

What address should I mail the form to?

Why do I have to do this?

If a Power of Attorney (POA) or guardian is completing my form, does it still need to be notarized?

Who is going to pay the notary fee and where can I find a notary?

Can a family member notarize the form?

I am disabled and can’t leave my home, how can I get it notarized?

Can I fax or email my form to the Board?

How long do I have to do this?

Did you receive my form?

Will I get a receipt from the State Board once BVF is received?

What if the State Board does not receive my form and/or there is something missing or wrong with my form?

I lost my benefit verification form, how can I get a duplicate?

I am a retiree and a survivor of a retiree collecting two checks from the SRB. Do I need to fill out two forms?

What address should I mail the form to?

Return the form in the addressed envelope you received with the form. If you misplaced the envelope, mail the form to: State Retirement Board, P.O. Box 842, Wilmington, MA 01887

Why do I have to do this?

State regulations require confirmation at least every two years verifying the recipient is still eligible (alive).

If a Power of Attorney (POA) or guardian is completing my form, does it still need to be notarized?

YES

Who is going to pay the notary fee and where can I find a notary?

Unfortunately, the MSERS is not authorized to pick up the expense. The retiree can contact their local council on aging or possibly their local bank to have the form notarized. State retirement board staff is available to notarize the BVF upon presentation of proper ID if one finds oneself near the Boston office of the State Retirement Board. Our Springfield office does not have a notary.

Can a family member notarize the form?

NO. If your form is notarized by a family member, it will not be accepted.

I am disabled and can’t leave my home, how can I get it notarized?

In lieu of a notarized BVF the Board will accept a letter from a licensed medical doctor attesting to the fact that the member is alive but incapable of completing form. The letter should be returned with the BVF.

Can I fax or email my form to the Board?

NO. The Board needs your original, signed and notarized form. Faxed or emailed copies of the form cannot be accepted.

How long do I have to do this?

Friday, July 04, 2014 is the deadline to return the SECOND NOTICE.

Friday, April 11, 2014 is the initial deadline. If the form is not received by the initial deadline a second and third notice will be sent out before checks would be suspended.

Did you receive my form?

Confirmation of receipt postcards will be mailed during the week of June 23, 2014.

When you mail your form to us, you do not need to contact our office for confirmation. Once we receive your form, it takes several weeks to update our data due to the large volume of forms being returned at the same time.

Will I get a receipt from the State Board once BVF is received?

We will send you a postcard confirmation when your form has been received, reviewed and approved. Confirmation of receipt postcards will be mailed during the week of June 23, 2014.

What if the State Board does not receive my form and/or there is something missing or wrong with my form?

Retirement Board staff will attempt to reach non-compliant members prior to any suspension. Suspension is a last resort that only affects a very small percentage of benefit recipients. Upon BVF compliance, the member would be entitled to receive all suspended benefits if otherwise eligible. Please note: it is acceptable to return the form after the deadline date of April 11, 2014 without harm to a member's benefit payment as it takes several months to process all the BVFs due to the high volume received by the Board.

I lost my benefit verification form, how can I get a duplicate?

If the initial form is not received by the Board, a second and, if needed, a third notice will be mailed to you. You can wait for the second notice to arrive in your mail.

I am a retiree and a survivor of a retiree collecting two checks from the SRB. Do I need to fill out two forms?

NO. Only one form was sent to the retiree/survivor based on the lowest case number. If a retiree is collecting a second pension from another Board, for example a retiree with SRB is also a survivor of a retiree with Boston they must complete one BVF for each Board. The two BVFs received will not look the same and the return address will correspond to each Board.