To see the information about another check date,
select that date from the drop-down list. A page will open with
allowance and deduction information about that check date.
When you are done, click the "Return" button
to exit and go back to the Retired Account Information page.
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Designation of Beneficiary
The Designation of Beneficiary application allows you to review and, if desired, change your designated benficiary(ies) for payments upon your death for Group Life Insurance — and in some cases Pension account funds.
The Designation of Beneficiary application allows you to add, modify, or delete:
- an individual; or
- a Trust, Corporation, Organization, Charity, or Estate
To access the application, click the "Designation of Beneficiary" button on your MBOS Home Page.
The beneficiary information on file will be displayed.
Note: If beneficiary information has not been updated since before 1987, users may receive a message indicating "beneficiary information unavailable" because it is not accessible to the online system. The message includes additional instructions for contacting the Division to obtain beneficiary information.
Changing Your Beneficiaries
If you wish to change, add, or modify your beneficiary information, click the "Change Beneficiaries" button. If no beneficiary information is on file, click the "Add Beneficiary" button.
A general notice regarding beneficiaries will be displayed. Click "Continue" after reviewing this information.
A list of beneficiaries will appear, along with options to modify, add, or continue.
To add a beneficiary, click the "Add Beneficiary" button.
Next, select the beneficiary type - individual or trust, corporation, organization, charity, or estate.
Fill out the form that appears with your selection.
Once you have completed the form, click "Continue".
The information you added will be displayed for verification.
Click "Continue" if the information is correct.
Click "Modify" to change or delete a beneficiary, and follow the onscreen instructions.
If you have deleted a beneficiary, the word "DELETED" will appear on the verification page.
Click "Continue" to confirm the deletion.
After you have completed any additions, changes, or deletions, you will be presented with a final verification of the beneficiary information on file.
If this information is correct, click the "Submit" button to complete the process.
A link to a "Printable Version" is on the page. Please print a copy of the final information for your records.
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Statements and Letters
The Statements and Letters application allows you to send statements or letters to yourself or a third party.
To access the application, click on the "Statements and Letters" button on your MBOS Home Page.
On the page that opens, first select whether to send the letter to yourself - "Letter to Me" - or send a "Letter to a Third Party".
Next, choose the type of statement or letter you wish to send from the drop down menu.
Statement and Letter options include Federal Tax Information, State Tax Information, Health Benefits Confirmation, Name Change, Retirement Account Information, Power of Attorney, Retirement Account Information (Third Party), and Power of Attorney (Third Party).
Enter the address where you wish the statement or letter to be sent.
An optional field for a copy sent by fax is also available.
Additional information is requested for letters to a third party.
Complete the information on the form and click "Submit".
You will see a Confirmation page that your request was successfully submitted.
When you are finished, click on the "Home" button at the top of the page to exit the application and return to your MBOS Home Page.
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Electronic Funds Transfer (Direct Deposit)
The Electronic Funds Transfer (EFT) application
allows you to start or change an EFT or direct deposit of
your monthly pension payment.
To access the application, click
the "Electronic Funds Transfer" button on your MBOS Home Page.
- If you do not have Electronic
Funds Transfer currently in effect, the page that
opens will ask if you wish to begin a new EFT Authorization.
Click the "New EFT Authorization" button to begin the process.