Gather what you have
You do not need every answer before you begin. Collect the information you already have, and note what you need to request.
Questions to bring
- Which benefit estimates should I request for the dates I am considering?
- What choices need to be made before I leave employment?
- How would a survivor election affect my benefit?
- Which details should I confirm with my employer or retirement system?
This checklist helps you prepare. Checking boxes does not submit or save information.
The material here is general information. Your employer and retirement system are the sources for your specific benefit rules and estimates.