Retirement - Employee Process Guide

Employee contacts TRS, preferably 6 months prior to retirement, and TRS sends retirement options and application

Employee completes TRS application and submits to TRS

Employee notifies Supervisor and HR Benefits of intent to retire in writing

TRS sends TRS Retirement Application Acknowledgement to Employee

Employee submits copy of TRS Retirement Acknowledgement to HR Benefits as notification of intent to retire

HR Benefits coordinates retiree insurance enrollment with Employee, if eligible

TRS processes employee's retirement

HR Benefits processes internal retirement paperwork

Employee retires and retirement is effective the last day of the month

Employee begins receiving pension payments the last day of the following month

Employee contacts ORP Provider or Financial Advisor, preferably 3 months prior to retirement

Employee coordinates distribution option with ORP Provider or Financial Advisor

Employee notifies Supervisor and HR Benefits of intent to retire in writing

HR Benefits coordinates retiree insurance enrollment with Employee, if eligible

ORP Provider processes retirement distribution

HR Benefits processes internal retirement paperwork

Employee retires and receives retirement distribution from ORP Provider as agreed