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Preparing for August Retirement

​Published 7/13/17

Planning to retire August 1, 2017? 

We recommend having your Form 6000 Notification of Retirement, along with birth verification documents, in our office by July 20, 2017, to allow time for processing.  You can view our YouTube video "Top 10 Mistakes on the Form 6000" to help make sure your Form is accurate before submission. Watch the video below or go to  https://youtu.be/HvCNDFfh9Kw

Once a valid Form 6000 and supporting documentation are received, our office will mail your Form 6010 Payment Option Selection Form and Health Insurance application.  These Forms must be completed and received back in our office by close of business on July 31, 2017, to receive a retirement benefit and health insurance coverage in August 2017. 

Top 10 Mistakes on the Form 6000

The "Form 6000, Notification of Retirement" is the main Form you complete to begin the retirement process.  Unfortunately, nearly a third of the Forms we receive contain simple errors that make the Form invalid: this means we have to reject it, and you have to start from the beginning and submit a new Form 6000.  

To avoid delays in processing your retirement, it's crucial that you complete the Form 6000 correctly.  Here are the Top 10 Mistakes we see in processing this Form:

  1. Incorrect information on the Form.  Please take your time and ensure everything is correct.
  2. Blank Sections, and no signature.  Don't leave any of the Sections blank, and be sure to sign the Form and make sure you have your signature witnessed.
  3. Have your employer complete "Section H."
  4. In "Section G," don't check lines 2 or 3 if you check Box 1.  If you check #2, you must check ONE box.  Don't leave the number of allowances blank.  Blank does NOT equal zero on this Form.
  5. Don't check more than one option for beneficiary on Section D & E.  You can only pick ONE.
  6. Not including a voided check or written documentation from your financial institution.
  7. Not providing a legible date of birth verification or name change verification.
  8. Not providing name change verification for member or beneficiary.
  9. "Termination Date" and "Retirement Date" cannot be the same.
  10. Submitting an outdated Form 6000.

Please take a couple of minutes to watch our video on YouTube, "Top 10 Form 6000 Mistakes," at https://youtu.be/HvCNDFfh9Kw so you can avoid delays as you file for retirement.




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