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When You Retire - A Checklist
When you retire from the University, the following checklist can be used to ensure a smooth transition. Please note that this checklist is designed for most University employees. Individual departments and employees may require additional or different actions or arrangements upon separation. Please consult your divisional/departmental policies for special requirements.)
Taking the following steps prior to retirement (time and circumstances permitting) will help facilitate a smooth transition for your retirement.
- Enroll in the next available Retirement Information Workshop. When you log in to register, select the "Benefits Seminars" option.
- Review your unused and accrued vacation, AL and PH days through your Absence Record and make arrangements for scheduling them prior to retirement (staff only) with your supervisor.
- Review what Retiree Benefits are available to you.
- Review your files (electronic and hard copy), transfer and/or remove personal files. Transfer business related files as appropriate.
- Notify applicable departments and individuals with details concerning the transition of responsibilities.
- Notify your supervisor of your retirement date and your last working date as soon as possible so that they can submit the appropriate documents to Payroll Services and University Human Resources.
- Contact Rutgers University Libraries to ensure that all books and other library materials have been returned.
- Consult the Retirement Life Event web page for information about benefits at Retirement, including retirement checklist and forms.
- Obtain a copy of the Staff Separation Questionnaire or the Faculty Separation Questionnaire. Send the completed questionnaire directly to: Office of Employment Equity, 57 Highway 1, New Brunswick, NJ 08901-8554.
- Contact Department of Transportation Services regarding reimbursement for time remaining on a university parking permit.
- Contact Payroll Services if your home address will change before W-2 forms are mailed.
The following steps will help ensure an orderly transition of functions.
- Turn in all keys and access cards to your supervisor.
- Turn in your RU Connection Card to your supervisor.
- Turn in one-time password tokens (for example, Secure ID, SAFEWORD) to your supervisor.
- Update the documentation of work processes for which you had primary responsibility.
The following are additional steps that should be taken if you have specific access to University property and financial resources.
- Return university equipment (pagers, cell phones, computers, tools, etc.) to your department.
- Return petty cash funds to your department.
- Check with your department to ensure all cash advances are cleared.
If you work directly with Hazardous or Controlled Materials, these additional steps may be required.
- Ensure all chemicals, radioactive materials, and other hazardous materials or samples are properly labeled, stored, and/or disposed.
- Visually inspect your work area prior to separation for any hazardous or controlled materials that are not stored properly. Secure all hazardous materials. Contact Rutgers Environmental Health and Safety (REHS) if you have specific questions.
- Turn in any radiation dose monitoring badges and return to REHS.
| Resources To Help You | |
| Benefits Specialist | 732-932-3020, ext. 4077 |
| Life Events - Retirement | |
