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Retirement Checklist

Suggested procedures for retiring employees who wish to draw monthly benefits from NDPERS.

At least six (6) months prior to retirement:

  • Request a benefit estimate from the NDPERS office. Complete and submit a "NDPERS Request for Benefit Information SFN 53603" or view through NDPERS on-line services.
  • Review:

    • retirement and health credit options and amount of benefits
    • date pension payment begins
    • direct deposit policy of pension check
    • taxes on pension benefit

  • Review completion of:

    • any service credit purchases
    • unused sick leave purchases

  • Review participation in NDPERS:

    • health insurance plan/retiree health insurance
    • dental insurance
    • vision insurance
    • long-term care plan

  • Review continuation of term life insurance (if applicable)
  • Review return to work provisions
  • Have realistic plans for day-to-day living in retirement
  • Review what your financial needs will be after retirement. Be sure to consider your long-range financial requirements.

Three (3) months prior to retirement, register with your Social Security office (if you are 62 or older)

Sixty (60) days prior to retirement date:

  • Submit the completed "Retirement Forms"
  • Indicate whether or not you will be purchasing sick leave for service credit on your retirement application
  • Submit photocopy of birth record with application (if married, submit copy of spouse's birth record and marriage certificate)
  • Check with your payroll office on accrued vacation and sick leave pay available.

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North Dakota State University
Phone: +1 (701) 231-8961 / Fax: (701) 231-9686
Campus address: SGC 102
Physical/delivery address: 1919 University Dr N, Fargo, ND 58102
Mailing address: NDSU Dept. 3140 / PO Box 6050 / Fargo, ND 58108-6050
Page manager: Human Resources/Payroll

Last Updated: Wednesday, September 20, 2017 12:26:44 PM
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