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Retirement Timeline

120 to 90 Days Out  Select 3 Key Dates: Last day on payroll* First day of retirement* Benefits commencement date (BCD) Inform supervisor of key dates…In writing. Submit Pay-in-lieu of vacation form (if applicable). Request Intent-to-Retire Package from Benefits. 60 Days Out (or when Intent-to-Retire Package arrives) Meet with Advisor to discuss and review. Lump …

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