This checklist is intended to help you prepare for your retirement.

PERS Checklist - "What do I do if I want to retire?"

As soon as you schedule your PERS session, also contact the benefits section of Human Resources at 346-2967 to set up an appointment as a follow-up to your One Year Group Counseling session. This meeting allows you to get information about retiree insurances, Medicare, Social Security, University services and other retirement issues.

If you participated in the PERS/TIAA-CREF Retirement Plan, you also need to contact TIAA-CREF at 1-800-842-7715 for retirement forms.

If you participate in the Optional Retirement Plan, please contact the company directly to apply for retirement benefits:

• VALIC, 1-800-621-7792, http://www.valic.com/
• American Century Investments, 1-800-345-3533, http://www.americancentury.com/
• TIAA-CREF, 1-800-842-7715, http://www.tiaa-cref.org/
• Scudder Investor Service 1-800-323-6105, http://www.scudder.com/

If you are eligible and plan to start drawing Social Security, you should also apply for benefits in person at your local Social Security office. Before you go, Social Security prefers that make an appointment by calling toll free 1-800-772-1213. You can apply by telephone or on-line, but we recommend that you visit the local office. File for Social Security at least three months before you plan to start drawing benefits. Please review the Social Security Website for a list of documents you must provide when you apply for benefits.

PERS

The PERS Offices are located in Tigard at 11410 SW 68th Parkway, Tigard OR, (888) 320-7377, and in Salem at 800 Summer St NE, Suite 200, Salem, OR 97301, (503) 378-3730. Proof of Birth is required:

If ONE item of this group is furnished showing date of birth, no further evidence of age is needed. Any ONE (1) of these:

• Birth verification issued by state, county, or country (documents issued by foreign governments in a language other than English, need to include a translation into English certified by a Notary Public, public agency or other public official).
• Infant baptism certificate.
• Hospital birth certificate (if signed by attending physician or issued by state).
• School age record.
• Family Bible record. If this record is furnished, include the following information certified by a Notary Public or other public official: (1) copy of all family record entries in the Bible referring to applicant and parents, brothers, and sisters; (2) Bible publication date or apparent age of Bible; (3) State when the date of birth was entered and by whom.
• Naturalization or citizenship papers
• Passport, current or expired.

TWO items of this group from different sources are sufficient if age or date of birth is shown. Example: One child's birth certificate and one driver's license. Any TWO (2) of these:

• A notarized affidavit by an older immediate family member in a position to know the birth date: e.g., father, mother, etc.
• Certificate of military record.
• Marriage record. (Record must show your age or date of birth at the time of marriage.)
• Copy of driver's license.
• Voter's registration. (Must show your age or date of birth; do not send in your precinct card.)
• County copy of child's birth certificate, if it shows age of parents.
• Social Security record. (Record must be displayed on an estimate of benefits or screen print from the Social Security office. Document must be dated within the last 12 months.)