When You Retire From UCSD: Employee Checklist

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:
  • UCRP Benefits Estimator
  • Various interactive tools available on the Fidelity Retirement Services Web site.

About 3 months before you plan to retire:

• Contact your benefits representative to request a Personal Retirement Profile.
  Note: Your profile will provide information to help you make decisions about whether to receive monthly retirement income or a lump sum cashout. It does not commit you to retirement.
• Go to At Your Service for answers to commonly asked questions.
• When you are ready to begin the paperwork, contact your benefits representative, who will help you complete all necessary documentation.

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

• UC cards:
  • Campus ID card
  • Calling card
  • Department 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.

• 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:
  • Download and complete the Parking Cancellation and Refund form (Word file).
  • Take the completed form and your parking placard to the Parking Office.
• 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.

Update your address to receive mailings from UC such as your W-2 by doing one of the following:

• Download the UC Benefits Address Change form (PDF). Follow the completion and submission instructions on the form.
• Call the UC Customer Service Center, (800) 888-8267.

Receive various discounts and benefits through:

• Emeriti Association
  • How to Join the UCSD Emeriti Association
• UCSD Retirement Association
  • How to Join the UCSD Retirement Association

Retirement Resource Center Directions, Map, and Parking: home of the Retirement Association and Emeriti Association

See Returning to Work After Retirement.