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Change Your Address, Direct Deposit, or W-4P Tax Information (MSRB)

MSERS Retirees & Survivors should use the forms below to change their current Address, Direct Deposit, or W-4P Federal Tax Withholding information on file with the MSRB.

To update your Address, Direct Deposit,* or W-4P Federal Tax Withholding information:

  1. Download the applicable form below
  2. Complete the form and be sure to sign and date it
  3. If submitting a Direct Deposit Form, be sure to include a voided check if being deposited into a checking account 
  4. Mail your form to:

Massachusetts State Retirement Board

One Winter Street, 8th Floor

Boston, MA 02108

*The Direct Deposit Form can also be used to sign up for Direct Deposit for the first time.

PLEASE NOTE: These forms are for MSERS Retirees and Survivors only. Active MSERS members who wish to update their direct deposit and address information should contact their human resources department to do so. Thank you!

Questions? Email: MSRBCommunications@tre.state.ma.us

MSRB Change of Address Form for Retirees and Survivors

Click here to download the MSRB Address Change Form.

This form should be used to change or update your address information on file with the Board.

If you have questions about the form, please watch our video Understanding Your Benefits: How to Change Your Address for Retirees.

Please note: Active employees should not use this form. Active employees should contact their Human Resources Department for assistance.

MSRB Direct Deposit Form for Retirees and Survivors

Click here to download the MSRB Direct Deposit Form for Retirees and Survivors.

This form should be used to enroll in Direct Deposit or to update your Direct Deposit information, such as a new bank and routing number.

If you have questions about the form, please watch our video Understanding Your Benefits: Change of Direct Deposit Information for Retirees.

Please note: Active employees should NOT use this form. Active employees should contact their Human Resources Department for assistance.

MSRB W-4P Federal Tax Change Form for Retirees and Survivors

Click here to download the MSRB W-4P Federal Tax Withholding Form.

This form can be used to change your W-4P Federal Tax Withholding information.

If you have questions about the form, please watch our video Understanding Your Benefits: Changing Your W-4P Tax Information for Retirees.

Please note: Active employees should not use this form. Active employees should contact their Human Resources Department for assistance.

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