RETIREE CHECKLIST (Begin this process at least 3 months before your retirement date.)
Today’s Date: _______________________ Name: ________________________________
Estimated date of retirement: ________________________________________________________
To be eligible for retirement, you must:
Prepare a letter announcing your retirement to your Department Head with a copy to Human Resources. Date: _____________________________________________________________________
Schedule an appointment and meet with a TIAA/CREF representative re transitioning from work to retirement. TIAA/CREF’s telephone number is: 1‐800‐732‐8353.
Appointment Date: ___________________________
Meeting Date: _______________________________
Contact Medicare (if age 65 or older) at: 1‐800‐MEDICARE Date: ___________________________
Contact the Social Security Administration; take completed Form L564 to the local office. (The form and local address can be found on the HR retirement website under the Social Security Administration Section.)
Review HR Retirement website for general information for retirees at the Retirement Website.
Schedule an appointment with Human Resources. Date:______________________________________
Consultation with Human Resources will include answering your questions and providing information on the following:
Health insurance
Dental and Vision insurance
Long Term Care insurance
Life Insurance & Accidental Death and Dismemberment Insurance
Eligible dependents and continuation on plan
Requirements at age 65
Faculty Retirement Pay Analysis and Explanation
Faculty Retirement Pay Analysis Explanation
Faculty Retirement Payroll Analysis