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Thinking About Retiring? A Checklist

  1. One to two years before your expected retirement date, meet with Human Resources at your college and with the Welfare Fund pension counselor.
  2. A year before your retirement, consider requesting a Travia Leave form from HR. If your intention is to take a spring Travia, go to HR during Thanksgiving week. If your intention is to take a fall Travia, go to HR during spring break.
  3. After you’ve submitted a Travia Leave form, meet with HR about the various other forms that need to be filed, e.g. health, pension, Medicare reimbursement, etc.
  4. When you meet with HR, ask if they have some form of “clearance check-list” that requires the library, building facility, or other departments to sign-off that you have returned any library books, building keys, etc.
  5. If you are 65 or older, apply for Medicare Part B three months before your Travia leave ends. Doing so will help ensure Medicare becomes your primary insurance at the time of your retirement.
  6. While on Travia, contact your retirement plan and fill out all the necessary forms. Keep a copy of all documents given to both HR and the retirement system and get signed receipts.
  7. If you are paying for optional benefits by payroll deduction, contact insurers to be billed directly at your home. Payment by pension deduction comes later.
  8. In the weeks before you retire, obtain a college retiree I.D. card to use in the library and other facilities (per Article 27.6 of the PSC/CUNY contract).
  9. To continue your NYSUT member benefits and to stay active with the PSC, update your status with the PSC membership department and join the Retirees Chapter.

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