Checklist

AT LEAST ONE YEAR PRIOR TO RETIRING:

• Attend a group pre-retirement planning seminar

• Request a retirement estimate, service audit, and/or service purchase/redeposit information

• Update or verify your beneficiary designation

• Contact the Social Security Administration for information on Social Security Benefits and Medicare eligibility

• Submit any applicable documents (i.e. divorce/dissolution papers)

AT LEAST THREE TO FOUR MONTHS PRIOR TO YOUR RETIREMENT DATE

• Request a Retirement package/Service Retirement application from ACERA

• Enroll in a group counseling session (optional)

• Contact your deferred compensation provider about your deferred compensation program, if applicable

• Gather all pertinent documents i.e. birth certificates, Medicare card(s), Social Security card, drivers license, marriage certificate, divorce papers, etc.

TWO MONTHS PRIOR TO RETIREMENT

• No earlier than 60 days prior to your retirement date, sign and submit your regular Service Retirement Application and any additional paperwork necessary to complete your retirement package. This should be done during a group counseling session at ACERA

  • Remember bring these documents:

    • Birth Certificate for yourself, spouse or domestic partner and dependents

    • Marriage Certificate, if applicable

    • Medicare Card(s) (for yourself, and any applicable dependents)

    • Court Order for community property claims (divorce/dissolution papers), if applicable

• Notify your department of your retirement date