How to request a Pension Benefit Verification Letter

Request a Pension Benefit Verification Letter

Massachusetts State Retirement Board

Phone

Open M-F 7:45 am - 5 pm, Walk-In Hours: 10am - 3pm

Bypass the call center if you know your party's extension.

For those calling from Massachusetts only.

The Details of How to request a Pension Benefit Verification Letter

What you need for How to request a Pension Benefit Verification Letter

A Pension Benefit Verification Letter is an official letter from the Massachusetts State Retirement Board (MSRB) which verifies your monthly pension income earnings.

This letter is often used when proof of income is needed. If you receive MSERS pension benefits, proof of benefits are often needed when applying for Medicare, loans, mortgages, other benefits, assisted housing, disability, or other retirement benefits such as Social Security benefits.

The Pension Benefit Verification Letter verifies the following information:

  • Gross Monthly Amount
  • Federal Tax
  • Health Insurance
  • Life insurance
  • Net Monthly Amount
  • Effective retirement benefit date
  • Effective date the current monthly gross amount has been in effect
  • The retirement benefit will continue for life

Members of the Massachusetts State Employees' Retirement System (MSERS) can request a Pension Benefit Verification Letter from the Massachusetts State Retirement Board (MSRB).

There are three ways to submit your request:

How to request How to request a Pension Benefit Verification Letter

1. Email your request to: srb@tre.state.ma.us  be sure to include your full name, address and either your MSRB ID Number (if you know it) or the last 4 of your Social Security Number. Please enter "Pension Benefit Verification Letter" in the subject line.

2. Call our office at (617) 367-7770 anytime Monday - Friday, 7:45 am - 5:00 pm and ask to speak with someone in Member Services. They will be able to assist you.

3. You can visit one of our offices during our walk-in hours between the hours of 10:00 am and 3:00 pm to request your Pension Benefit Verification Letter in-person.

MSRB Main Office

One Winter ST, 8th FL

Boston, MA 02108

MSRB Regional Office

436 Dwight ST, Room 109A

Springfield, MA 01103

Contact for How to request a Pension Benefit Verification Letter

Address
Boston Office
One Winter Street, 8th Floor, Boston, MA 02108
Springfield Office
436 Dwight Street, Room 109A, Springfield , MA 01103
Phone

Open M-F 7:45 am - 5 pm, Walk-In Hours: 10am - 3pm

Bypass the call center if you know your party's extension.

For those calling from Massachusetts only.

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