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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? Other Information
Attend a retirement seminar At least 1 year prior to retirement date   Contact your training coordinator Training
Review NASA Employee Benefits Statement 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 Benefits Handbook
Request a retirement computation At least 1 year prior to retirement date NEBS Website Benefits Counselor NEBS Website
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 Benefits Handbook
Review Official Personnel File 6 months prior to retirement Request your file at your Human Resources  Office Benefits Counselor  
Complete forms to start retirement paperwork 3 weeks prior to retirement date Set up appointment with Benefits Counselor Benefits Counselor NEBS Website
Meet with Benefits Counselor to sign retirement papers Prior to retirement date Set up appointment with Benefits Counselor Benefits Counselor  
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 TSP Annuities book
Exit Interview Prior to last day Human Resources Representative Human Resources Representative NEBS Website
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  
Change of home address After retirement Contact OPM, health insurance carrier, complete TSP9, and Human Resources for W-2 mailing    




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NASA Official: Mike McCann
Last Updated: May 2008
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