Transcription of RETIREMENT CHECKLIST
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RETIREMENT CHECKLIST
(Rev. 02-2022) RETIREMENT CHECKLIST RETIREMENT FORMS Required for Benefit Payment SFN # APPLICATION FOR MONTHLY RETIREMENT BENEFITS FOR DEFINED BENEFIT* APPLICATION FOR PERIODIC PAYMENTS FOR DEFINED CONTRIBUTION 2562 or 59045 LEGIBLE PHOTOCOPIES OF BIRTH CERTIFICATE, SPOUSE S BIRTH CERTIFICATE & MARRIAGE CERTIFICATE AUTHORIZATION FOR DIRECT DEPOSIT FOR ANNUITY PAYMENTS 18379 DESIGNATION OF BENEFICIARY FOR THE GROUP RETIREMENT 2560 WITHHOLDING ALLOWANCE ELECTION FOR PENSION PAYMENTS 51506 RETIREMENT FORMS Optional APPLICATION FOR THE PARTIAL LUMP SUM OPTION DEFINED BENEFIT (If at Normal RETIREMENT Age) 54373 APPLICATION FOR THE GRADUATED BENFIT OPTION DEFINED BENEFIT (If at Normal RETIREMENT Age)
A TIAA Distribution Form MUST be completed and accompany this application. SECTION 2 RETIREE HEALTH CREDIT OPTIONS ( Check One) I elect the standard retiree health insurance credit option. If married I understand that I have the option to elect the following alternate actuarially reduced retiree health
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