Prepare for Your Retirement Counseling Appointment

How to Prepare for Your Retirement Counseling Appointment

Please bring the following documents to your appointment:

  • Marriage certificate (if you are married)
  • Proof of birth for whoever you plan to designate as a beneficiary (e.g., copy of their driver's license or birth certificate)
  • If you are exiting DROP or service retiring, then bring your completed Certificate of Termination

Before your appointment, print out the checklist below that is most relevant to your upcoming retirement counseling appointment. While you review what will be covered at your appointment, you can get a head start thinking about questions you want to ask your counselor.

If you'd like to review your Retirement Benefit Options prior to your appointment, click here.

If you are currently in DROP, or if you are eligible to participate in DROP in the future, click here to learn more. 

Retirement Counseling Checklists