Retirement Planning Checklist - Washington State Department Of Retirement Systems Page 2
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1
2Contacts
30-90 days before retirement
You can retire online
Department of Retirement Systems
F Contact DRS if you need to make
Website:
changes to your official estimate (for
Visit
to sign up for or
Phone: 360.664.7000, 800.547.6657 or TTY: 711
example, you want to change your
log in to online account access.
General-question email:
recep@drs.wa.gov
retirement date or survivor option).
Alternatively, call DRS and ask to have
Account-specific email: Log in to (or sign up
your retirement plan’s Retirement
for) online account access at
F Apply for retirement through online
Application mailed or emailed to you.
/oaa
and send us a secure
account access. Review
Documents
email.
Accepted as Proof of Age
.
deferring lump sum payments for any
Deferred Compensation Program (DCP)
F Review your acknowledgment letter.
unused leave.
Record keeper: Empower Retirement
Ensure it’s accurate. This important
Website:
/dcp
letter summarizes the options you
F Tell your employer your intended
Phone: 888.327.5596
picked. It also tells you which forms
retirement date.
Email:
dcpinfo@drs.wa.gov
still need to be turned in so DRS can
At and during retirement
process your retirement application. If
Plan 3 members
you applied online, you won’t receive
F Make sure the retirement information
Record keeper: Empower Retirement
this letter. Instead, review the final
on your benefit letter is correct.
Website:
/plan3
page of your application and emailed
You will receive this letter once DRS
Phone: 888.327.5596
receipt to verify your retirement
calculates your monthly benefit.
Email:
option and to see whether additional
Social Security Administration (SSA)
documentation is needed.
F Contact DRS if you don’t receive your
Website:
first payment within one week of the
Phone: 800.772.1213
F Pay any outstanding optional service
date listed in your benefit letter.
credit invoices.
Internal Revenue Service (IRS)
F Ensure the deductions on your
Website:
F If you have Plan 3, decide when you
monthly benefit statement are correct.
Phone: 800.829.1040
want to begin receiving payments
Health Care Authority
from your defined contribution
F If you have a PEBB health plan,
Website:
account once you retire. Contact
contact PEBB Benefit Services with any
Phone: 800.200.1004
Empower Retirement to talk about
questions you have about health plan
your options.
premium deductions.
Public Employees Benefits Board (PEBB)
Website:
/public-employee-
F If you’re eligible for PEBB health care,
F Contact DRS if you have questions
benefits
send your PEBB retiree coverage
about other non-PEBB deductions.
Phone: 360.725.0440 or 800.200.1004
election form to the Health Care
Authority (HCA).
F Keep your address and beneficiary
Voluntary Employees’ Beneficiary
information current with DRS.
Association (VEBA)
F If you are a DCP member, consider
Website:
contacting DCP to learn about
F Enjoy your retirement!
Phone: 888.828.4953
MultiCL2yr 2/17
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