How Do I Retire?

Decide on your retirement date.
Gather your documents: birth certificate, marriage registration, social security card.
Think about your Employee health insurance before Open Enrollment.
Review your Summary Plan Document.
Think about your Retirement Payment Options and other decisions you’ll need to make:
  • Beneficiary Designations, Payment Option, Tax withholding.
Schedule retirement counseling appointment with your Member Services Specialist within 60 days of your retirement date.
Talk to your employer.
  • Confidentiality: we will not communicate with your employer about your retirement date until after you have signed your retirement application.