Retirement Checklist for Texas A&M University-Corpus Christi Employees | Retiring | HR Services | Human Resources | Texas A&M University-Corpus Christi

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Retirement Checklist for Texas A&M University-Corpus Christi Employees

This page provides information on preparing for retirement, moving through the transition to retirement, and post-retirement.

Retirement Checklist

Ready for Retirement

Attend a Pre-Retirement Counseling Workshop
- Submit a request for retirement eligibility and a Pre-Retirement Workshop will be scheduled for you.
- Some employees find that attending multiple sessions or attending the same session at different times in the retirement process can be helpful.

TRS participant

Schedule a consultation with the Benefits Office to discuss your unique situation.

ORP participant
- Contact retirement investment vendor to review account projections, learn about income options available to you in retirement

TRS participant
- Submit the following documents directly to TRS. Be sure to also include age verification documents as required.

 TRS 30 – Application for Service Retirement

 TRS 228A – Federal Income Tax Withholding Certificate

 TRS 278- Direct Deposit Request

Contact Social Security Administration to determine eligibility for Social Security and Medicare benefits.

Determine when to enroll in Medicare.
- If under age 65 and not receiving Social Security benefits, apply for Medicare A & B three months before you turn 65.
- If you are age 65 or older, you should enroll in Medicare during the 3 months before your
  retirement.
- If you are turning age 65 near your retirement date, please contact HR for guidelines on
  enrollment.

Contact your Tax-Deferred Account (TDA) and/or Tex$aver Deferred Compensation Plan (DCP)
vendor to discuss your distribution options.

Provide a copy of your official retirement letter to Benefits@tamucc.edu.