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Biennial Benefit Verification Process (MSRB)

Every two years, the State Retirement Board conducts a benefit verification process (BVF), 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.

Purpose and General Information

State regulations (PERAC Regulations 840 CMR 15.01) require the benefit verification no less frequently than once every two years for each member or beneficiary who receives a pension, retirement allowance, or survivor's allowance.

2020 Benefit Verification Form (BVF) Update

BVF Notes:

 

The 2020 Benefit Verification Forms mailed on July 6, 2020. The deadline to return your completed form is August 7, 2020.

There will be no notarization requirement for the 2020 BVF, but your signature on the BVF will still have to be witnessed by someone over the age of eighteen. 

  • The benefit recipient's spouse CAN witness verification form, as well as any other person (including someone living in the home) as long as they are age 18 or older.
  • If you retired after December 31, 2019, you will not receive a Benefit Verification Form, and people who received their first monthly payment in 2020, but had a retirement or payment effective date prior to December 31, 2019, also will not receive a 2020 BVF.
  • 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.
  • If the benefit recipient has passed away, there is no need to return the form. Instead, please notify the Board of their passing and mail a copy of their Death Certificate to the Board at One Winter St, 8th FL Boston, MA 02108.
  • It is acceptable to return the form after the deadline date of August 7, 2020, without harm to a member's benefit payment.

 

Additional Resources for

Retirees Collecting More Than One Pension

If you're collecting a second pension from another retirement board, for example a retiree with the State Board of Retirement is also a survivor of a retiree with the Boston Retirement Board, they must complete one BVF for each Board. The two BVFs received will not look the same and the return address will be for the corresponding Board.

If you are a retiree AND a survivor or a retiree collecting two checks from the Massachusetts State Retirement Board (MSRB), you do not need to complete two forms. 

Note for Disabled Retirees

If you are disabled and cannot leave your home, the Board will accept a letter from a licensed physician attesting to the fact the member is alive but incapable of completing the form. The letter should be attached to the BVF. 

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