NASA Workforce Map
Retirement

Retirement Checklist 


This checklist is provided as a concise summary of the many actions, forms, contacts, and decisions that you may need to be aware of--as you transition through this "life event". This list has been developed through our many years of assisting employees in similar circumstances. Most of the actions are optional-but worth considering. If you have any questions about special circumstances, suggestions for improvement, or lessons-learned please let us know.

Your Action By when? With what? With who?
Attend a retirement seminar At least 1 year prior to retirement date   Training Coordinator
Review NASA Employee Benefits Statement in Employee Expreess At least 1 year prior to retirement date Section H. If you have any questions set up appointment with Benefits Counselor for more information

Benefits Counselor
Contact NSSC
1-877-677-2123

Request a retirement computation At least 1 year prior to retirement date NSSC Customer Service

Benefits Counselor
Contact NSSC
1-877-677-2123

Pay deposit/redeposit
and/or military deposit
Make decision prior to retirement Use form:
SF2803 (CSRS) or SF3108 (FERS) Application to Make Service Credit Payment for Civilian Service

Benefits Counselor
Contact NSSC
1-877-677-2123

Review Official Personnel File 6 months prior to retirement Go to eOPF to Review your Official Personnel File

Benefits Counselor
Contact NSSC
1-877-677-2123

Complete forms to start retirement paperwork At least 3 weeks prior to retirement date Fill out Online Retirement Application With NSSC

Benefits Counselor
Contact NSSC
1-877-677-2123

Use Time Off Awards Prior to last day Time Off Awards are forfeited upon retirement if not used.  
Review TSP withdrawal options   Withdrawing Your TSP Account book, TSP-70 Withdrawal Request, Tax information TSP website
Exit Interview Prior to last day Human Resources Representative Human Resources Representative
Clear Center Last day Human Resources Representative Human Resources Representative
Contact your Benefits Counselor if there is any difference in the annuity amount received by OPM 3 months after retirement If you believe there is a problem please contact your Benefits Counselor

Benefits Counselor
Contact NSSC
1-877-677-2123

Change of home address After retirement Contact OPM, complete TSP9 form for Thrift Savings Plan