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Tier One/Tier Two steps to retire

Only steps five and seven are required, but we recommend you consider the others.

​​​How do I know if I am eligible to retire? If you are a school or academic employee, read the School employees webpage for more information.​

​​​Get a benefit estimate. You can use Online Member Services or request a written benefit estimate.

PERS processes many written benefit estimates in retirement date order, with the earliest retirement dates first. Benefit estimates use updated actuarial factors effective January 1, 2020.


What will my written benefit estimate look like?

View terms used in a written benefit estimate.


Forms

Alternate Payee Estimate Request

Estimate Request for a Member with a Divorce-Related Account

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Register for a retirement education presentation​.

​​Read the Preretirement Guide for step-by-step information about retiring as a Tier One/Tier Two member. The guide will help you complete your retirement application.

Complete the Tier One/Tier Two and Individual Account Program (IAP) retirement application. Remember, you need to turn in your retirement application within the 90-day period BEFORE your retirement date. You will receive your first benefit payment within 92 days of your effective retirement date.

Completing Your Tier One/Tier Two Retirement Application video

​​​​Attend a Retirement Application Assistance Session if you are retiring within 90 days.

​​​​Notify your employer that you are retiring. Your employer must send a notice of separation to PERS so we can process your retirement.

​​​PERS offers health and dental insurance to PERS retirees and eligible dependents.​
​​​Troubleshooting

If you are experiencing problems opening a form, use the appropriate link below.

PERS provides all online forms and publications in .pdf format. To view them, you must have the most recent version of Adobe Reader. Download Adobe Reader.

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Police and Firefighter members

Go to our Police, firefighter, and 911 telecommunicator forms webpage for forms and information.