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5-10 years prior to retirement
- Call our borough office to make an appointment for a preliminary pension consultation with one of our trained advisors.
- Attend "Ready-Or-Not" seminars. These seminars prepare you for all aspects of retirement. Check dates in the NY Teacher.
3-5 years prior to retirement
- Attend pension clinic.
- Call your borough office to make another appointment for a preliminary pension consultation with one of our trained advisors.
- Carefully review your Annual Benefits Statement (ABS) to determine if there remains any prior service that needs to be claimed and contact the Teachers Retirement System of the City of New York, 55 Water Street, New York, NY 10041 to correct these discrepancies.
In the fall of the school year you are retiring
- Make an appointment for a final consultation. Call our UFT Central Pension Office (212-598-6866) to set up this important meeting. If scheduling permits, you may be able to have your appointment in any borough UFT office. It is advisable that you arrange to bring your spouse or domestic partner to become informed about those decisions, which must be made in conjunction with retirement.
4 months prior to retirement
- If you are eligible for Social Security or Medicare, contact your Social Security Office. If you are 65 years of age or older, enroll in both Medicare Part A and Part B.
1-90 days prior to retirement
- File your Retirement Application with the Teachers Retirement System of the City of New York, 55 Water Street
New York, NY 10041 at least one day, but NOT MORE THAN 90 days before your retirement date.
- Forms that allow for the removal of funds, either by loan or withdrawal of excess, must be filed no later than one day prior to your effective retirement date.
- If you have participated in the TDA program, forms regarding available choices must be filed no later than one day prior to your effective retirement date.
- NOTE: The forms listed directly above may be filed together.
- File form OP 40 with your payroll secretary at least 30 days prior to the onset of your leave or by June 1st if your leave begins in September.
During month prior to retirement
- File OP 44 with your school secretary to receive termination pay for days remaining in Cumulative Absence Reserve (CAR).
- Fill out ERB98 to waive or continue health insurance and check the Optional Benefits Rider yes box. Return it to your school secretary and retain the member's copy for your records.
- Fill out your RTC-UFT membership card and mail it to the UFT, 52 Broadway, New York, NY 10004 (attention Membership Department).
- AT RETIREMENT OR WITHIN 3 MONTHS OF RETIREMENT DATE:
- Fill out the RTC-UFT Supplemental Health Insurance Plan (S.H.I.P.) application cards and mail them, with your check.
Within 4 months of retirement
- You will receive your first pension check. Shortly after receiving this check, you will receive a "Statement of Benefits" letter from TRS that further defines and explains the benefit you will receive.
- Notify TRS if you are planning to work for a public employer in New York State or New York City. File relevant forms (see "Rules for Working Retirees" found in the New Retiree Kit).
- Notify TRS if you do not wish to have payroll deductions for federal tax or wish to change the withholding deduction rate.
- If you are on direct deposit for your Board of Education salary, TRS will deposit your retirement allowance in the same account. If you are not on direct deposit, ask TRS for the form to get direct deposit of your retirement allowance.
- Read your UFT Retiree Handbook carefully and use as a future resource.
- Participate in outreach and educational activities at any borough office.