Schedule a Ready-to-Retire Counseling Session

3-6 Months Before Retirement

Overview

We encourage you to schedule a Ready-to-Retire Counseling Session 3-6 months before your retirement date. During your counseling session, ACERA will advise you on the retirement benefits, payment options, and benefit deductions available once you retire. You will also complete a retirement application and other forms.

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

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

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.

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 yes and you haven’t already done so, take a few minutes after you submit this form to submit a service credit purchase request in your ACERA online account.

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

  1. Review the information on our divorce page.
  2. If you haven’t already done so, you must submit the Domestic Relations Order (also know as an Agreement and Order for Division of Retirement Benefits) from your divorce or domestic partnership dissolution. You can submit the document by logging into your ACERA online account and selecting Upload Documents.

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

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