Retirement Planning Checklist
As you approach the age of retirement, you should take the following steps.
- Make sure your beneficiary is listed correctly with JRS. If needed, please file an updated beneficiary designation form.
- Two years before retirement, request an estimate of your benefits.
- Within two years of your retirement, attend a JRS Rights and Benefits Presentation. Check with OAC on setting up a presentation.
- During the year before your retirement, visit DRS and meet with a JRS counselor to verify your service credit, confirm your eligibility for retirement and review your options for medical coverage as a retiree. Call to make an appointment.
Any time you write to the Department of Retirement Systems, please provide your Social Security number.