PRE-RETIREMENT QUESTIONS FOR CAMPUS HR, TRS, & TIAA

As you prepare to retire, you may have many questions! Questions on the topics below should be directed to your CUNY Campus HR/Benefits officer: 

• What system do I belong to (TRS or TIAA or NYCERS) or did I ever belong?
• How much vacation time do I have?
• How much sick leave (TRAVIA leave) do I have? (What is it? Click here)
• When can I begin or end TRAVIA leave?
• Questions about my NYC health insurance options when I retire
• Questions about the premiums for the NYC health plan I pick for retirement
• Questions if all of my forms are in good order / were they handed in / do we have them at PSC CUNY WF for when I retire (NYC Health Benefits Application / PSC CUNY Welfare Fund Retiree Enrollment Form / SilverScript)

Questions on the topics below should be directed to TRS or TIAA:

• Loans (how to apply, status)
• Investments (what you have, how to make changes, what is the performance)
• Retirement disability (how to apply)
• How to change communication preferences (access to account online or delivery of quarterly statements)
• Address changes / Beneficiary changes
• Status of pension checks or income payments
• How to request a change of Advisor (TIAA members only)
• Status of service update / cost letters for buyback (TRS members only) 

The Fund's Retirement Benefits Counselor will meet with members only if you are age 55 or older and you are within five years of retirement. 

• Retirement Meeting (if you will retire within the year)
• Pre-Retirement Meeting (if you will retire in 2-5 years)
• Most TIAA members will have a Phone Meeting
• Most TRS members will have an office meeting 

TRS members meet with the Retirement Benefits Counselor to discuss:

• How to plan for Travia Leave (What is it? Click here)
• Eligibility and benefits associated with NYC health insurance for Non-Medicare and Medicare eligible retirees
• Medicare Part B reimbursements / IRMAA reimbursements
• TRS pre-retirement calculations and options for ALL TIERS. Calculations for TIER III, TIER IV & TIER VI can be done online at www.trsnyc.org 

TRS Members go to the TRS Walk-In Center ONLY for these issues:

• To file their TRS Retirement Paperwork to begin receiving pension checks
• To pay for a buyback or membership deficit (you should have your Cost Letter)

TIAA members CALL the Retirement Benefits Counselor to discuss

• How to plan for Travia Leave
• Eligibility and benefits associated with NYC health insurance for Non-Medicare and Medicare eligible retirees
• Medicare Part B reimbursements / IRMAA reimbursements
• Lifetime Income Annuity for NYC Health Benefit Program in retirement
• TIAA Advisors / Consultants prepare retirement plans and discuss payment options with their members

To make an appointment with the Fund's Retirement Benefit Counselor, please complete this questionnaire and send it to SandraZaconeta, 

szaconeta@psccunywf.org

Once you are retired your questions about your Medicare part B or IRMAA reimbursements should be referred to the NYC Health Benefits Program

TIAA Members call (212) 306-7251
TRS Members call (212) 513-0470

TRS NYC
(888) 869-2877 
www.trsnyc.org
Walk-In Center for Members
55 Water Street
New York, NY 10041 

TIAA
(800) 842-2776
www.tiaa.org
Local Office (Walk-In & Appointments)
750 Third Avenue
New York, NY 10017

Sandra Zaconeta
Retirement Benefits Counselor
PSC-CUNY Welfare Fund
61 Broadway, 15th Floor
New York, NY 10006
Phone 212-354-5230, Ext. 1317
Fax 212-354-5363
szaconeta@psccunywf.org