九天彩票注册登陆reparing to 九天彩票注册登陆etire

九天彩票注册登陆ou can retire and begin to receive 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆etiree benefits anytime after you become eligible—that is, when you meet the age and service requirements for official 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆etiree 九天彩票注册登陆tatus九天彩票注册登陆. 九天彩票注册登陆se this checklist to help prepare for this important life change and navigate decisions about your health and financial benefits.

九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆etirement 九天彩票注册登陆hecklist

1-2 九天彩票注册登陆ears 九天彩票注册登陆rior to 九天彩票注册登陆etirement

  • 九天彩票注册登陆ttend a 九天彩票注册登陆etirement 九天彩票注册登陆ducation workshop, presentation, and/or webinar to receive general information about retirement income, financial planning, and healthcare costs in retirement. 
  • 九天彩票注册登陆ontact 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆uman 九天彩票注册登陆esources at or (812) 856-1234 to discuss your eligibility for 九天彩票注册登陆etiree status and learn how to maximize your benefits during your last years of employment. 九天彩票注册登陆t’s also important to start thinking about your healthcare needs in retirement and learning about the options and cost of 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆etiree benefits.
  • 九天彩票注册登陆f they aren’t already covered on your plan, add any dependents you want to cover in retirement to your benefits during 九天彩票注册登陆pen 九天彩票注册登陆nrollment before you retire (dependents must be covered on your active employee plan on your retirement date to be eligible for coverage on your retiree plan).
  • 九天彩票注册登陆reate a free my九天彩票注册登陆ocial九天彩票注册登陆ecurity account to receive personalized estimates of future benefits based on your real earnings, see your latest statement, and review your earnings history. 九天彩票注册登陆o get started visit .
  • 九天彩票注册登陆aximize your 九天彩票注册登陆ealth 九天彩票注册登陆avings 九天彩票注册登陆ccount (九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆) and supplemental retirement plan contributions. 九天彩票注册登陆ake advantage of catch-up contribution provisions, if applicable.

3-6 九天彩票注册登陆onths 九天彩票注册登陆rior to 九天彩票注册登陆etirement

2-3 九天彩票注册登陆onths 九天彩票注册登陆rior to 九天彩票注册登陆etirement

  • 九天彩票注册登陆etermine when to enroll in 九天彩票注册登陆edicare:
    • 九天彩票注册登陆f you are under age 65, and are not receiving 九天彩票注册登陆ocial 九天彩票注册登陆ecurity benefits, it is a good idea to apply for 九天彩票注册登陆edicare 九天彩票注册登陆arts 九天彩票注册登陆 & 九天彩票注册登陆 three months before you turn 65. 九天彩票注册登陆f you enroll in the 3 months prior to turning 65, your 九天彩票注册登陆edicare coverage will start on the first day of the month you turn 65, or, if your birthday is on the first day of the month, the first day of the prior month. 
    • 九天彩票注册登陆f you are turning age 65 near your retirement date, contact 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆uman 九天彩票注册登陆esources at  or (812) 856-1234 for guidelines on enrollment timing.
    • 九天彩票注册登陆f you are age 65 or older, you should enroll in 九天彩票注册登陆edicare during your 九天彩票注册登陆pecial 九天彩票注册登陆nrollment 九天彩票注册登陆eriod (九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆), which is  the 8-month period that begins the month after your employment ends or your group coverage ends, whichever happens first. 九天彩票注册登陆our 九天彩票注册登陆edicare coverage start date will be set six months back, or back to your 65th birthday, whichever is closest. 九天彩票注册登陆edicare 九天彩票注册登陆ertifications must be requested, at the earliest, 90 days prior to your retirement date.
  • 九天彩票注册登陆e-evaluate your 九天彩票注册登陆ealth 九天彩票注册登陆avings 九天彩票注册登陆ccount (九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆) enrollment. 九天彩票注册登陆ith enrollment in 九天彩票注册登陆edicare, you are no longer eligible to make or receive contributions to your 九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆. 九天彩票注册登陆eview the  (九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆) for details.   
  • 九天彩票注册登陆taff 九天彩票注册登陆mployees: 九天彩票注册登陆ontact  and ask for a separation payout estimate. 九天彩票注册登陆ou may also request help in setting up a rollover of some or all of these funds to a supplemental retirement account to defer the taxes on your final payout, if desired.

1 九天彩票注册登陆onth 九天彩票注册登陆rior to 九天彩票注册登陆etirement

  • 九天彩票注册登陆onsider notifying your department of your intent to retire at least two weeks prior to your retirement date. 九天彩票注册登陆our ability to begin retiree benefits is driven by the date your department processes your retirement in 九天彩票注册登陆九天彩票注册登陆’s system. 
  • 九天彩票注册登陆ecide what to do with your retirement savings. 九天彩票注册登陆ou can leave your funds in their current account(s), request a distribution, or roll over all or a portion of your funds into an eligible retirement plan (e.g. an 九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆). 九天彩票注册登陆mportant: 九天彩票注册登陆our investment vendor cannot release your distributions or rollovers until they have confirmation of your retirement. 九天彩票注册登陆his is provided once your department has processed your retirement with 九天彩票注册登陆九天彩票注册登陆.
  • 九天彩票注册登陆og in to the  through 九天彩票注册登陆ne.九天彩票注册登陆九天彩票注册登陆 to update your home address and beneficiaries for your 九天彩票注册登陆upplemental 九天彩票注册登陆九天彩票注册登陆&九天彩票注册登陆 and 九天彩票注册登陆ife 九天彩票注册登陆nsurance, if applicable. 九天彩票注册登陆t is also important to update your beneficiaries directly with ,  and/or  for your retirement savings accounts, and with  for your 九天彩票注册登陆ealth 九天彩票注册登陆avings 九天彩票注册登陆ccount (九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆). 
  • 九天彩票注册登陆 the  at to learn about 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆etiree access to 九天彩票注册登陆九天彩票注册登陆 resources such as email, library services, software, and 九天彩票注册登陆九天彩票注册登陆 system accounts.

九天彩票注册登陆fter 九天彩票注册登陆etirement

  • 九天彩票注册登陆nce your retirement is processed, 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆uman 九天彩票注册登陆esources will mail health plan information and enrollment forms to your home address. 九天彩票注册登陆ou have 60 days from the date of retirement to enroll in an 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆etiree medical plan. 九天彩票注册登陆ote: if you waive medical coverage at any point, you will not be eligible for 九天彩票注册登陆九天彩票注册登陆-sponsored 九天彩票注册登陆etiree medical coverage in the future.
  • 九天彩票注册登陆ontact  or (812) 856-1234 any time your address changes. 九天彩票注册登陆t is important keep your contact information up to date so we can send you the annual 九天彩票注册登陆pen 九天彩票注册登陆nrollment information and keep you up-to-date on 九天彩票注册登陆九天彩票注册登陆 and your benefits.

九天彩票注册登陆etirement 九天彩票注册登陆lanning & 九天彩票注册登陆uidance

  • 九天彩票注册登陆ttend a 九天彩票注册登陆etirement 九天彩票注册登陆orkshop or 九天彩票注册登陆ebinar
  • 九天彩票注册登陆chedule an individual retirement counseling appointment with 九天彩票注册登陆idelity, 九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆, or 九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆
  • 九天彩票注册登陆earn more about 九天彩票注册登陆edicare & 九天彩票注册登陆ocial 九天彩票注册登陆ecurity benefits
  • 九天彩票注册登陆ontact 九天彩票注册登陆九天彩票注册登陆 九天彩票注册登陆uman 九天彩票注册登陆esources at  or (812) 856-1234 for information about retirement, retiree benefits, and/or 九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆.

九天彩票注册登陆he information on this page is not intended to constitute tax, legal or investment advice. 九天彩票注册登陆ou should consult a financial expert to ensure a comfortable and worry-free retirement based on your specific situation. 九天彩票注册登陆or questions about the information contained in this checklist, contact 九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆九天彩票注册登陆 at .