forms

PERAC has distributed updated 2026 buyback/make-up repayment worksheets and cumulative interest factor sheets. The worksheets apply to buybacks under numerous specific sections of G.L. c. 32, with separate worksheets for buyback interest and actuarial interest. Sections 4(1)(g½), 4(1)(l), 4(1)(l½), 4(1)(l¾), 4(1)(n), 4(1)(n½), 4(1)(p), 4(1)(r), 4(1)(s), and 4(2)(c) use buyback interest exclusively; sections 3(3), 3(4), 3(4A), 3(5), 3(6)(d), and 3(8)(b) may use either rate as described in Memo #23/2012. These worksheets are not applicable to § 3(6)(c) buybacks.

Following the legislative changes made by Chapter 73 of the Acts of 2025 (described in Memo #33/2025), PERAC has updated four disability forms to reflect the revised definition of "Violent Act Injury": the Member's Application for Disability Retirement, the Physician's Statement, the Employer's Statement, and the Regional Medical Panel Certificates. This memo supersedes Memo #15/2025 on form updates. Boards must use these new forms going forward; the underlying processing guidance from Memos #28/2024 and #33/2025 has not changed.

PERAC's Q2 2026 training memo lists educational opportunities from April through June 2026 for retirement board members, including PERAC webinars on Recent Cases of Interest (April 30) and History of Call Fire and PIPOs (May 12), the NCPERS Annual Conference in Las Vegas (May 17–20), and the MACRS Spring Conference in Springfield, MA (May 31–June 3) offering up to 9 credits. Board members must register via PROSPER and submit Training Affidavits for non-PERAC sessions. Note: the MACRS Spring Conference location has changed to Springfield this year.

PERAC's 4th Quarter 2025 training memo reminds retirement board members of their statutory obligation under Chapter 32 to complete 18 credits over their term and at least 3 credits per year. The memo lists live webinars, on-demand online courses, and conferences scheduled from October through December 2025, including the MACRS Fall Conference in Springfield (December 7–10) offering up to 9 credits. Board members must use PROSPER to register and submit Training Affidavits for non-PERAC-sponsored sessions; the next New Administrator Training is November 5, 2025 in Danvers.

PERAC is proposing a new subsection to 840 CMR 28.00 (Electronic Signatures) that would waive the witness signature requirement for forms submitted electronically, provided a security procedure as defined in 840 CMR 28.02 is in place. This directly affects forms such as the Beneficiary Selection Form for Refund of Accumulated Deductions. A public hearing is scheduled for January 7, 2026 at 10 a.m. via remote access; written comments are accepted through January 9, 2026 at 5 p.m.

Boards must review and update their disability retiree records in PROSPER for 2025, including address changes, deaths, nursing home placements, waived allowances, returns to active status, and Power of Attorney updates. All changes must be returned to PERAC's Sandra King by January 16, 2026, to ensure accuracy before the mailing of 2025 Annual Statements of Earned Income (91A forms). PERAC will mail 91A forms by end of February 2026; electronic filing is strongly encouraged and available to all disability retirees.

PERAC's Q1 2026 training memo outlines live webinars, on-demand training, and conferences available January through March 2026 for retirement board members to meet their Chapter 32 educational credit requirements (18 over a term, minimum 3 per year). The next New Administrator Training is March 3, 2026 in Norwood, MA. Board members must use PROSPER to register and submit Training Affidavits for non-PERAC sessions; Conflict of Interest training certificates are now required every two years through the State Ethics Commission online portal.