Retirement
Plan 
|
Planning for Retirement |
- Establish a 401K savings plan through one of the
Alliance Tax Sheltered providers.
- Use the 401K calculator to estimate how much money
to put into a Tax Sheltered.
- Submit a Request for an Estimate Form annually
so you will know how much pension you may expect when
you retire.
- Request an estimate of your retirement benefit
from the Social Security Administration. You may request
an estimate by calling 1-800-772-1213.
- Engage a professional to help you with estate planning
and a will.
- Establish a Durable Power of Attorney for property
and for health care. A Durable Power of Attorney is
often executed as a precautionary measure, long before
the onset of a disability.
|
Forms: Retirement
Estimate Request |
| |
|
Retiring Soon |
- Three months before you expect to retire, call the
Alliance Benefits Department at 585-6060 and ask for
a Retirement Application Packet.
- Notify your supervisor of your intended retirement
date.
- Call the Alliance Benefits Department and ask any
questions you may have about your health insurance,
dental insurance, life insurance, supplemental life
insurance and flexible spending account.
- Notify your Tax Sheltered provider of your expected
retirement date.
- Collect the documents you will need for retirement:
proof of birth for you and for your spouse and a copy
of proof of marriage such as your marriage license
if you are married.
- Contact the Social Security Administration to apply
for your retirement and Medicare benefits.
|
Forms: Retirement
Estimate Request |
| |
|
|
