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I Want to Retire

​Steps to retire

(Only steps five and seven are required, but we recommend you consider the others.)
Step 1: Am I Eligible To Retire?
​​How do I know if I am eligible to retire? If you are a school or academic employee, read Creditable Service for School Employees for more information.​
Step 2: Get a Benefit Estimate.
​​Get a benefit estimate. You can use Online Member Services or request a written benefit estimate.
 
PERS processes many written benefit estimates in retirement date order, with the earliest retirement dates first. Benefit estimates use updated actuarial factors effective January 1, 2020.
 
View terms used in a written benefit estimate.

Forms

 
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Step 3: Register For a Retirement Education Presentation.
​​Register for a retirement education presentation.
Step 4: Read the Pre-Retirement Guide.
​Read the Pre-Retirement Guide for step-by-step information about retiring as a Tier One/Tier Two member. The guide will help you complete your Service Retirement Application.
Step 5: Complete the Service Retirement Application.
​​​Complete the Tier One/Tier Two and Individual Account Program (IAP) Service Retirement Application. Remember, you need to turn in your retirement application within the 90-day period BEFORE your retirement date. You will receive your first benefit payment within 92 days of your effective retirement date.
 
View a video on how to fill out a Tier One/Tier Two retirement application.
Step 6: Attend a Retirement Application Assistance Session (RAAS).
​​​Attend a Retirement Application Assistance Session if you are retiring within 90 days.
Step 7: Notify Your Employer That You Are Retiring.
​​​Notify your employer that you are retiring. Your employer must send a Notice of Separation to PERS so we can process your retirement.
Step 8: Check For Information Regarding PERS Health And Dental Insurance.
​​PERS offers health and dental insurance to PERS retirees and eligible dependents.
 

Police, Firefighters, and 911 Telecommunicators forms and information.

 

Important information

If you are experiencing problems opening a form, use the appropriate link below.
 
PERS provides all online forms and publications in .pdf format. To view them, you must have the most recent version of Adobe Reader. Download Adobe Reader.
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​​Other Information

View a video on how to fill out the Tier One/Tier Two Service Retirement Application.

Important information if you are a school employee.

If you have questions or need to look up a specific Tier One/Tier Two subject, please refer to the Quick Answers.

Refer to account withdrawal information if you are not eligible to retire and are not working for a PERS-covered employer.

Police, Firefighters, and 911 Telecommunicators forms and information.

Information for the PERS Health Insurance Program.