Retirement Checklist for Prospective Retirees - Officers

 
Pre-Retirement
 Notify your department or school in writing at least 90 days before your retirement date.
 Contact any Retirement Plan Carriers where you have your retirement assets to discuss options 90 days before retirement. Completed forms for Columbia-related accounts can be sent to hrbenefits@columbia.edu for authorized approval.
 If you have a 457 Deferred Compensation Plan, contact Vanguard before retirement to discuss payment options.
 Contact the Columbia Benefits Service Center for a retirement counseling appointment. Advise if you are currently completing a degree program or have children that are or may be eligible for continued tuition benefits.
 Review Medical Comparison Charts and Rate Sheets to elect your medical plan under Columbia University’s retiree medical plans.
 If you are 65 or older, 60 days prior to your retirement, contact Social Security Administration at 800-722-1213 to request enrollment into Part A & B and inquire about Social Security payments.

If you are under age 65 at the time of retirement, be sure to contact Social Security at least 60 days prior to your 65th birthday.
 Complete and return your Medical Plan Election Form for Retirees.
Post-Retirement
 FSA, Transit and Parking benefits should be reviewed in order to submit reimbursement for expenses incurred prior to retirement. Submit claims for reimbursement within 90 days of your retirement.
 Dental, Life Insurance and Long-Term Care benefits can be continued after retirement. Respond to mailings received at home promptly.
 If you choose retiree medical coverage through the University, expect to receive premium coupons from EBPA to make arrangements for monthly payments for the medical plan.
 Update your Columbia ID in order to maintain your continued association with Columbia and have access to discounts, library, gym facilities, class auditing, etc.