Prepare for Your Retirement Counseling Appointment

How to Prepare for Your Retirement Counseling Appointment

Please bring the following documents with you to your appointment:

  • Proof of marriage (if you are married) - click here for an explanation of why we require this and what to do if you don't have access to your marriage certificate
  • Proof of birth for whoever you plan to designate as a beneficiary (e.g., copy of their driver's license or birth certificate)
  • Recent paycheck from your plan sponsor
  • Direct deposit information (routing # and account #) for the bank you'd like your pension check deposited into (for service retirement and DROP exit only)
  • Decide how you'd like your taxes to be withheld from your pension check (for service retirement and DROP exit only) 
  • If you are exiting DROP or service retiring before age 59 1/2, 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