Retirement Planning Checklist

1 Year Before Retiring

9 Months Before Retiring

  • If you're also a member of another public retirement system in California, there are steps you need to take to ensure you receive all the benefits you deserve from each system. Refer to When You Change Retirement Systems (PDF) for more information.
  • If you have Social Security or other non-CalPERS benefits coming later after retirement, you might want to increase your monthly CalPERS income until those benefits begin. See if temporary annuity is right for you.

6 Months Before Retiring

4-5 Months Before Retiring

3-4 Months Before Retiring

  • Finish completing your retirement application. 
  • Complete the Direct Deposit Authorization Form (PDF) (also contained in the retirement application) to ensure your monthly benefit payments are securely deposited at your financial institution.

3 Months Before Retiring

  • Submit your completed retirement application and the required documents to CalPERS. Your application can be submitted in person at a CalPERS Regional Office, by mail, or online using my|CalPERS. Be sure to keep a copy of all the documents submitted for your own record.
  • Find out what happens next after you submit your application. 
  • View other things to consider for important information on continuing health benefits and other programs into retirement. 

You're Retired!

  • View your retirement for quick access to retirement check paydays, COLA information, and much more. 
  • Access your benefit and tax statements online, through my|CalPERS.

Dated: 09-10-2014