RETIREMENT
BASIC STEPS TO APPLY FOR RETIREMENT
- Obtain an application for retirement from your employer, union or the administrative office of your plan.
- Since your benefit payments cannot be paid to you until your application has received and processed by the administrative office, you should file your application at least 60 days before your retirement date.
- When you return the completed application to the administrative office, enclose a copy of your birth certificate and other proof of date of birth. If you are married, you should also include a copy of your spouse's birth certificate and your marriage license. If you are unable to obtain a birth certificate, the following will be considered by the Board of Trustees:
- Baptismal certificates
- Citizenship or naturalization papers
- Passports
- Records or information obtained from the U.S. Census Department
- Insurance policies taken out at least 10 years before your retirement date
- Affidavit of birth
- Social Security information
- After receipt of the application for retirement, the administrative office will send you a letter showing you the benefits and options available to you. you should select, by checking the appropriate space, only one type of pension benefit and one type of benefit from your individual account (if applicable). If you are married, your spouse must agree with your elections by signing a separate spousal consent form.
