Featured Announcement: MBTA Retirement Fund In-Person Office Protocols & Requirements

The MBTA Retirement Fund (the “Retirement Fund”) is committed to the health and safety of its Members, retirees, beneficiaries, and employees. To better ensure a safe office environment, the Retirement Fund has implemented the following protocols with guidance from the CDC, OSHA, the Commonwealth and the City of Boston health department. These protocols will be in effect beginning on May 2, 2022 and continue until further notice. Please be sure to check our website (www.mbtarf.com) for important notices.

  • Telephone Hours. Monday through Friday, except holidays, from 8:30 AM to 4:30 PM, you can contact the Retirement Fund at (617) 316-3800 or (800) 810-6228.
  • In-Person Services. Monday through Friday, except holidays, from 8:30 AM to 4:30 PM, the Retirement Fund is open for in-person services, as described below. You will be required to wear a mask to enter the Retirement Fund office. If you are experiencing symptoms consistent with COVID-19 or were recently exposed to someone that had COVID-19, then you should not visit the Retirement Fund’s office
  • Limited Walk-In Services. The Retirement Fund’s walk-in services are currently limited to a 15-minute maximum per visitor. In addition to a Retirement Fund staff member being available to receive drop off materials at the Retirement Fund office, the following services are available for walk-in visitors:
    • Change of address;
    • Direct deposit information;
    • Notification of deceased members;
    • Dropped off Fund correspondence; and
    • Return of contribution applications.
  • Services Requiring an Appointment. All other services offered by the Retirement Fund require a scheduled appointment. These services include:
    • Retirement benefit estimates;
    • Creditable service reviews;
    • Review of disability-related retirement applications;
    • Retirement applications and consultations;
    • Workmen’s compensation service credit reviews; and
    • Document notarization services.

We encourage you to review our website (www.mbtarf.com) for additional retirement benefit information and access to forms that you may need to conduct business with the Retirement Fund both in-person and remotely.

About Us

The Massachusetts Bay Transportation Authority Retirement Fund is a private trust created in 1948 by the Metropolitan Transit Authority, the predecessor agency to the Massachusetts Bay Transportation Authority (“MBTA”) and The Boston Carmen’s Union, Amalgamated Transit Union Local 589. Our mission then, as now, is to provide retirement benefits for our members – the transit workers and other employees of the MBTA. To ensure that the pensions earned by active and retired members, and their beneficiaries, remain secure, we are dedicated to managing a strong and diversified investment program.