Steps to Retirement

This web page is designed to help guide you through the steps in the retirement process. Please review the items below prior to scheduling an appointment with the Benefits Office. The more prepared you are for your Retirement Counsleing appointment, the more beneficial your time will be spent. Print and complete the Pre-Retirement Checklist as you complete the following steps to retirement.

The CSU must separate you from employment before CalPERS can process your retirement application.  A delay in submitting an application for retirement can result in a lapse in your healthcare coverage and retirement processing.   Applications for retirement must be submitted to CalPERS and a Notice of Intent to Retire should be completed and given to the HR Benefits Office.

  1. Choosing a Retirement Date
    • Review this handout for a list of factors to consider when choosing your retirement date.
  1. Review the Sac State Benefits Office Retirement Information Packet for an overview of what to expect through the retirement process.
  2. Attend a Workshop
    • Visit the Benefits Office Workshops webpage for a current listing of available workshops. You may be interested in the following:
      • Pre-Retirement Planning
      • CalPERS Planning Your Retirement
      • Social Security/Medicare
    • View a CalPERS Workshop/Webinar online through the CalPERS Education Center. You may be interested in the following:
      • Planning Your Retirement
      • Your Retirement Application
  1. Request an Estimate
    • Go to the CalPERS Calculate My Retirement website to calculate your retirement estimate. You can calculate by logging in to your MyCalPERS account or on-line by entering your own data. If entering your own data, review your most recent CalPERS Annual Member Statement or the Estimate Reference Sheet.
                                              or
    • To obtain a formal request, members shoul dfollow the steps below:
      • Visit the CalPERS website at www.calpers.ca.gov
      • Under Member Quick Links, select Retirement Planning Checklist
      • Select the link to download teh Retirement Allowance Request form
      • Complete the request and mail it to CalPERS
  2. Meet with the Office of Human Resources - Benefits
    • After you receive your CalPERS Retirement Estimate, you can contact the Benefits Office at 916-278-6213 to schedule a Retirement Counseling appointment.