Apply for Retirement

Retirement is a major career milestone and plays a pivotal role in your financial future. OHRM Pensions and Retirement Services staff are available to help you navigate through the retirement process and ensure you feel confident in your decision to transition into retirement. 

You are encouraged to review the suggested timeline and begin planning for retirement at least one year in advance.

You may also contact the Retirement Services team at with any questions you may have. 

  1. Retirement Timeline
  2. Requesting an Estimate
  3. Requesting an Appointment
  4. Preparing for your Appointment

12 Months Before Retirement

  • Request an estimate
  • Contact your Deferred Compensation Plan 457(b) Plan Provider
  • If applicable, contact Social Security Administration

6 to 9 Months Before Retirement 

  • Review your estimate and benefit options 
  • Prepare retirement budget
  • Consider your long-term healthcare needs

2-3 months Before Retirement 

  • Contact the Pensions Division to schedule a counseling/officially apply for retirement 
  • Review your leave balances 

1 Month Before Retirement 

  • Submit notice of intent to retire to your Appointing Authority 
  • Adhere to all required checkout procedures