Retirement Checklist

A retirement checklist helps you plan and prepare for a smooth transition from your working years into retirement. By organizing these key steps, a retirement checklist helps you approach retirement with confidence, clarity and peace of mind.

Timeline	Action
Six Months Prior	Review the Retirement webpage to determine your retirement date Consider how you would like to use your accrued leave Attend retirement education sessions such as workshops, webinars and meetings with TIAA and/or Fidelity
Three Months Prior	Inform your department of your upcoming retirement to allow time to prepare If over 65, visit medicare.gov to set up Medicare coverage Your Benefits Specialist will request an AARP Medicare Supplement Plan enrollment packet, if applicable Meet with your Benefits Specialist to review retirement eligibility and confirm your estimated retirement date
One Month Prior	Submit written notification of retirement to your department at least one month prior to departure You must also submit your Continuation of Benefits Form to benefits@louisville.edu within 30 days prior to your retirement date
Post-Retirement	Ensure you are receiving retiree billing statements from Optum Health if applicable Request your UofL Retiree Card Learn more about ULARP

Retirement Checklist

Sidebar