Schedule a Ready-to-Retire Counseling Session

Overview June 10, 2020

ACERA offers one-on-one Ready-to-Retire counseling sessions to members who are within 6 months of their planned retirement date. If you’re not yet within that timeframe, you can still receive personalized guidance—our Member Services representatives are available during business hours by phone or email to answer your questions and help you plan for retirement.

We encourage you to schedule your Ready-to-Retire Counseling Session 3–6 months before your retirement date. Your session will take place during the 90 days before your retirement date. During the session, ACERA will review your retirement application, retirement benefits, payment options, and available deductions. You may also complete related forms.

Note: The counseling session alone does not initiate the retirement process. To retire, you must submit a retirement application to ACERA within the 90-day period before your retirement date.

Complete the form below and an ACERA representative will contact you to schedule your session.

Have you run a retirement allowance estimate in your ACERA online account, received a retirement estimate from ACERA, or calculated your own estimate?: *

Yes

If no, we highly recommend you take a few minutes to get a benefit estimate in your ACERA online account.

Have you watched a video of or attended the Pre-Retirement Seminar?: *

Yes

If no, we highly recommend you watch the Pre-Retirement Webinar video on our Retirement Planning Seminars page or sign up for and attend a live Pre-Retirement Webinar before proceeding with submitting this form.

First Name: *

Middle Name or Initial :

Last Name: *

Date of Birth: *

Personal Email Address: *

Mobile Phone Number: *

Work Phone Number:

Current Mailing Address: *

Approximate date of retirement that you're considering: *

The date you enter MUST be within the next 6 months.

If your retirement date is more than 6 months away, don’t complete the form. We recommend reviewing the Pre-Retirement Seminar video and emailing us with any questions you have. If you do submit a counseling request for more than 6 months away, we cannot accept your request, and you will be required to submit another request when you’re within 6 months of your retirement date.

Which type of counseling session would you prefer?: *

Phone call

Zoom video call where you can see the counselor and they can share their screen with you so you can follow along

In-person office appointment (very limited availability)

In-person office appointments are reserved for those who are unable to meet over phone or Zoom. If you are able to meet in either of those ways, we ask that you select phone or Zoom. More information here.

Please state your second choice of counseling session type if no in-person appointments are available due to their limited availability.: *

Phone call

Zoom video call where you can see the counselor and they can share their screen with you so you can follow along

Current Marital, State-Registered Domestic Partnership, or Alameda County Domestic Partnership Status: *

Married or Partnered

Divorced or Partnership Dissolved

Single & Never Married or Partnered

Spouse or Domestic Partner Deceased

First Name of Spouse, State-Registered Domestic Partner, or Alameda County Domestic Partner:

Last Name of Spouse, State-Registered Domestic Partner, or Alameda County Domestic Partner:

Date of Birth of Your Spouse, State-Registered Domestic Partner, or Alameda County Domestic Partner:

Are you planning to complete a service credit purchase before you retire?: *

Yes

If yes and you haven’t already done so, take a few minutes after you submit this form to submit a service credit Purchase Request Form. All service purchase requests must be received at least 30 days prior to your chosen date of retirement.

Have you ever divorced or dissolved your state-registered domestic partnership before or during your ACERA membership?: *

Yes

If yes, you should do 2 things after you submit this form:

Review the information on our divorce page.
Provide the documents to ACERA that are outlined on the divorce page, if you haven’t already done so.

Do you have reciprocity with one or more other public retirement systems?: *

Yes

If yes, remember that you must retire from all of the linked reciprocal systems on the same day.

List reciprocal systems:

Do you plan to apply for disability retirement? : *

Yes, I plan to

Yes, I already have

If yes, you are planning on filing for disability retirement, please read our Disability Retirement Handbook.

Are you planning to enroll in our medical, dental, and/or vision insurance plans?: *

Yes

If yes, will you be enrolling any dependents for healthcare coverage?:

Yes

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