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Retirement & Investment Plans

Retirement Checklists

Select from the checklists below based on your stage of employment and retirement planning.

For New Employees - covers time-sensitive retirement decisions and actions to take; learn about and enroll in University retirement plans.

For Mid-Career Employees - covers retirement education resources and topics to consider to stay on track with your retirement saving strategy.

For Employees who are Terminating Employment - offers retirement topics to consider if you are leaving employment at the University.

For Employees who are Preparing to Retire - offers topics to consider as you make retirement arrangements with SURS, the 403(b) plan, and the 457 plan.

SURS Retirement Preparation Checklist - SURS has compiled a list of documents to gather and information to consider as you plan to retire.

Additional Resources:

Resignation Retirement Form for Employees
Exit Checklist for Employees
Exit Checklist for Departments/Units


Maintained by University Human Resources | Contact Information | Last Update: 03-July-2012 | ID: 3196