How to request a Pension Verification Letter

Request a Pension Verification Letter

Massachusetts State Retirement Board

Phone

Drop-off hours at both offices are Monday through Friday from 10:00 AM - 3:00 PM, except on state holidays.

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 Verification Letter

What you need   for How to request a Pension Verification Letter

A Pension 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 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 Verification Letter from the Massachusetts State Retirement Board (MSRB).

There are two ways to submit your request:

How to request   How to request a Pension 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, 8:00 am - 5:00 pm and ask to speak with someone in Member Services. They will be able to assist you.

Contact   for How to request a Pension Verification Letter

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

Drop-off hours at both offices are Monday through Friday from 10:00 AM - 3:00 PM, except on state holidays.

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

For those calling from Massachusetts only.

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