Checklist for an Upcoming Retirement
✔ Contact our Client Services group at least three calendar months before you plan to retire.
✔ Carefully review the estimate of retirement benefits provided after contacting our Client Services group.
✔ Complete the retirement application provided after contacting our Client Services group.
✔ Choose a form of payment for a surviving spouse or other beneficiary (and obtain spousal consent, if required).
✔ Submit a completed retirement package to CPF prior to your planned retirement date. (Please note that retroactive retirements are not generally permitted.)
✔ Make sure Assessments are fully paid prior to your planned retirement date. (In general, Assessments will not be accepted by CPF, and adjustments to your Earnings record cannot be made, after you retire other than in the ordinary course of your retirement processing.)
✔ Contact the Social Security Administration at (800) 772-1213 or ssa.gov for details about the benefits provided by Social Security.
✔ For details about Medicare, please visit the Medicare website at medicare.gov.