1. Obtain an estimate of your retirement allowance.
2. Consult with a System representative.
3. Claim all allowable prior service before your effective date of retirement.
4. Complete claimed military service credit.
5. Submit satisfactory proof of date of birth for your beneficiary, if you have chosen a joint-life option.
6. Discuss your health insurance coverage in retirement with the business or personnel officer of your employer.
7. Review state tax structure if you plan to move to another state.
8. Review your Social Security status with a local Social Security office.
9. Tally your assets, liabilities, net worth, and need to provide for dependents, if any.
10. Submit your retirement application so that it is received by the System 30-90 days prior to your effective date of retirement.
11. Direct deposit of retirement allowances has been implemented for all TRS retirees.
12. Notify the System of any change in your address.
13. Contact NYSUT Member Benefits regarding pension-check deductions for selected benefits.