The more organized and prepared you are as you approach retirement, the smoother the process will be. Since there are numerous steps and paperwork to complete along the way, we have broken out the important action items to keep you on track.
Review the timeline stages to the left to see what you will need to do in the years and months before your retirement date—from attending a workshop to the documents you will need to provide and transactions you will need to complete.
Helpful Tool: 7-Step Introduction to Retirement Reference Card
This quick overview of the actions to take and the information you will need to retire, available for download.