Retirement Benefit Estimates- The Plan will calculate members' estimated retirement benefits upon request. The Plan will need the date of intended retirement. Estimates including the Joint and Survivor benefit option (continuation of benefit payment to a surviving spouse or other qualified beneficiary) are also available. To receive a Joint and Survivor benefit estimate, include the beneficiary's birth date and gender.

When you are ready to retire:

Notify your supervisor and payroll technician approximately 30 to 90 days prior to your intended retirement date.

Contact a Membership Service Representative at the Retirement Plan office with your retirement date. The Plan will then send a Certification of Retirement form to your payroll technician to certify the retirement date.

Come to the Plan's offices and complete the retirement application. Upon receipt of the completed certification form from the payroll technician, the Plan will send you a letter requesting you come to the Plan's offices for an individual appointment to complete the retirement application.

Forms to bring to the Plan's office:
* Copy of your birth certificate
* Copy of your beneficiary's birth certificate (if electing a Joint and Survivor benefit)
* Social Security numbers (member and beneficiary)
* A deposit slip if electing direct deposit for monthly benefit payments.

For each eligible family member wanting health insurance coverage through the Plan's group insurance, you need to know:
* Primary care physician selection
* Social Security number
* Date of birth

The Plan offers a Retirement Checklist to members. This checklist is very helpful in assisting members on their way to retirement!