| Pre-Retirement Checklist (Tier One / Tier Two) |
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Retirement Checklist for Tier One/Tier Two members (what steps should I take to retire?)
- Complete a Benefit Estimate request form and send it to PERS.
- Register for and attend a one-year Group Counseling session.
- Decide on a retirement date (a PERS retirement date is always the first of the month, i.e., January 1, February 1, March 1, etc.).
- Read the PERS Pre-Retirement Guide. This will give you information about retirement decisions you need to make. You will want to research health insurance options, tax implications, and other criteria that affect your individual situation.
- Complete the PERS Service Retirement Application or the IAP Service Retirement Application, or both. There may be other forms you will need to complete to retire from a PERS-covered employer depending on your personal situation.
- Notify your employer. This is a key step. Your employer must send a Notice of Separation to PERS so we can process your retirement.
- Enjoy your retirement!
NOTE: Retirement forms are also available through PERS Customer Service (503-598-7377 or toll free 888-320-7377).
The decisions you make as you prepare to retire are complex. Questions you should ask about your Tier One/Tier Two benefits include:
• When am I eligible to retire?
• Will a few months or days make any difference to my benefit?
• What are my benefit options?
• How much money can I expect to receive each month?
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