All Forms (MSRB)

All current MSRB forms are posted on this page and several have been recently updated, including the New Member Enrollment Forms below. Please be sure to always use the most current form available to ensure that all necessary information is submitted.

Important Notes About the Massachusetts State Retirement Board (MSRB) Forms:

  • All current MSRB forms are posted on this page and several have been recently updated, including the New Member Enrollment Forms below. Please be sure to always use the most current form available to ensure that all necessary information is submitted.
  • Most of the forms below are now fillable. We strongly recommend that you fill the forms out on your computer where available before printing them. Adobe Acrobat Reader is required to view and fill out these forms. Get a free download at adobe.com.
  • The forms will open up in a new window. Please be sure to close the window when you have finished filling out your form.

All Health, Dental and Life Insurance matters for retirees and their survivors are administered by the Massachusetts Group Insurance Commission (GIC). If you have questions about your health, dental and or life insurance coverage, or need a GIC Form, please contact the GIC at:

  1. Phone: (617) 727-2310 ext. 2
  2. GIC Website: www.mass.gov/gic

  3. GIC Contact Form: Contact the GIC Online Request Form

MSRB Retirement Application & Other Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

Direct Deposit of your monthly benefit payment is now required for all applications received after January 1, 2010. The required form is included with the retirement application below. If you are currently on direct deposit as an active employee, we can use the same account you are currently using. Please complete your retirement application on your computer before printing it out and mailing to us.

MSRB Disability Retirement Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

MSRB Buyback Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

MSRB Refund/Rollover Request Form

Please note: this form is specifically for members of the MA State Employees' Retirement System who have left state service.

MSRB Beneficiary Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

MSRB Retiree & Survivor Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

Do you have questions about these forms? If so, the following videos may help:

How to change your Address Information

How to Change Your Direct Deposit Information

How to Change Your W-4P Tax Information

If you need further assistance, please send an email to: MSRBCommunications@tre.state.ma.us

MSRB Survivor Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

MSRB Employer Forms

Please note: these forms are specifically for members of the MA State Employees' Retirement System.

Please choose ONE "New Member" form, either the "Commonwealth" OR "NON-Commonwealth" version. Also, please ask employees if they have prior service that can be transferred so that their contribution rate is calculated accurately. 

MSRB Pension Estimate Percentage Charts

Please note: these Retirement Estimate Percentage Charts are specifically for members of the MA State Employees' Retirement System.

Members can calculate their own retirement benefit estimate by using the appropriate Retirement Estimate Percentage Chart below. 

Click here if you were hired PRIOR TO April 2, 2012 (MSRB)

Click here if you were hired AFTER April 2, 2012 (MSRB)

MSERS Retirement Benefit Guide

Please note: The MSERS Retirement Benefit Guide is specifically for members of the Massachusetts State Employees' Retirement System.

Additional Resources for MSERS Retirement Benefit Guide

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