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Retiring

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» Retirement Estimate Request Form
(MS Word format)

Congratulations as you start thinking about making this exciting transition!

For a general estimate of your retirement benefits, which indicates your annual accrued single life annuity benefit payable at age 65 and your lump sum, please refer to your Personalized Benefits Statement.

For employees interested in retiring within 3-6 months, you may request a retirement estimate (see Retirement Estimate Request Form (MS Word). Please note that retirement estimate requests are completed according to the retirement/termination date requested, with the nearest dates processed first. Due to the large number of requests it may take at least 8-12 weeks before you receive your estimate.

For matters related directly to retirement health insurance options or to request an appointment to complete the required retirement paperwork contact June Sullivan, Retirement Benefits Administrator at jsullivan@whoi.edu

Beneficiary

It is important to keep a record of your beneficiary designations and to update them whenever your circumstances change. Keep a copy of all beneficiary designations and review them periodically. You may change your beneficiary designations at any time.



Last updated: October 3, 2014
 


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