What's Inside Your FREE Resource Timeline

1 Year Out

Contact Social Security Regarding Benefits

Review your most recent Social Security statement. If you don’t have one, request one from Social Security online or by calling your local Social Security Administration office. Next, you’ll want to contact the Social Security Administration to find out how to apply for Social Security benefits. If you will be retiring at age 65 or older, investigate your Medicare supplement options.

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6 Months Out

Complete the "Service Retirement Forms Packet"

Submit the forms included in the Service Retirement Forms Packet to ensure your Pension Plan checks start arriving in a timely fashion. Because of State timeline processing, it is important to ensure that documents are sent in early to avoid delays in getting your retirement payments on time.

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30 Days Out

Submit FRS Deferred Retirement Option Program (DROP)

If you are in the DROP program the form DP-PAYT was included in your DROP Termination package. With your financial advisor’s help, have the form completed. It will need to be notarized and sent in. This form serves as your affirmation of your selected payout for your DROP accumulation.

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