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Learn about the retirement process. |
During the year before before you plan to retire:
- Be sure you are eligible for UC retirement.
- Read the Retirement Handbook, available online (PDF), or from Benefits.
- Contact your benefits representative to confirm retirement procedures.
- Meet with your financial planner to establish long- and short-range goals.
- Check your eligibility for Social Security and Medicare.
- Contact past employers, including the military, to find out if you qualify for retirement income under their plans.
- Gather required documentation such as your birth and marriage certificates.
- Use these tools to help you determine if you can afford to retire:
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Begin the retirement process. |
About three months before you plan to retire:
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Inform your supervisor that you are initiating retirement from UCSD. |
Discuss with your supervisor:
- Tasks that need to be reassigned
- Recommendations you have for a replacement
- Willingness to train a replacement
- Disposition of e-mail and network files
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Return any UC property to your department business office.
Note: You may wish to request a receipt from the department for returned items. |
- UC cards:
- Campus ID card
- Calling card
- Department and library copy cards
- UCSD Travel Card
- Express Card
- Long-distance authorization card
- Parking garage/ building access card
- UCSD keys, key cards
- Computer and communications equipment:
- Cell phones
- Laptops
- Pagers
- Radios, walkie-talkies
Equipment on loan to you:
- Check with your department's property administrator to see if any equipment is signed out to you.
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Be sure you complete these tasks before your last day of work. |
- Complete and submit any forms provided by your supervisor or HR contact.
- Delete or transfer your e-mail and computer files as instructed by your supervisor.
- Cancel your parking permit.
- Advise your department if there are any pending travel reconciliations or payment authorization reimbursements.
- Reset your voice mail password to the five-digit extension number. Check with your supervisor about setting up a forwarding message.
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Keep your permanent address current with UC. |
Update your address to receive mailings from UC such as your W-2 by doing one of the following:
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Learn about UCSD's Retirement Association. |
Read about the benefits of membership in the UCSD Retirement Association, which include:
- Discounts on campus programs
- Opportunities in the Volunteer Program (PDF)
- A subscription to the UCSD Retirement Association newsletter (PDF)
- Invitations to a number of annual Retirement Association events
- Access to the UCSD library, including borrowing privileges
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