Retirement Process Steps

  1. Review your annual statement on RetireReady.gov on a regular basis.

  2. When you are three (3) years from being retiremnt eligible , call (800)-922-7772 to order a benefit estimate.

    This will be your first opportunity to see your survivorship options as well as your single life annuity based on the retirement date you provide.

  3. Schedule a pre-retirement counseling session once you have your general retirement date set.

    During this session you can expect the counselor to go over your benefit selection options based on your benefit estimate, how to access your 401(k) and or 457 balances, social security options and how to fill out the online retirement application.

  4. 90 days out from your retirement date: submit the online retirement application.

  5. Once your application has been processed, you will receive your notice of retirement letter that will give you your benefit amount as well as when your first payment will be issued.

    Keep in mind that you have 60 days upon receving this letter to change your beneficiary if you are choosing a joint and survivorship option.

Metropolitan Nashville Education Association