Retirement Planning Checklist Page 2
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1
2Contacts
You can retire online
Department of Retirement Systems
30-90 days before retirement
Website:
F Contact DRS if you need to make
Visit
to sign up for or
Phone: 360.664.7000 or 800.547.6657
changes to your official estimate (for
log in to online account access. If you
TTY phone: 711
example, you want to change your
prefer a paper application, call DRS
Email: recep@drs.wa.gov*
retirement date or survivor option).
and ask to have your retirement plan’s
Retirement Application mailed or emailed
Deferred Compensation Program (DCP)
F Apply for retirement through online
to you.
Record keeper: Empower Retirement
account access. Review
Documents
Website:
/dcp
Accepted as Proof of Age
.
Phone: 888.327.5596
Email: dcpinfo@drs.wa.gov
At and during retirement
F Review your acknowledgment letter.
Ensure it’s accurate. This important
F Make sure the retirement
Plan 3 members
letter summarizes the options you
information on your benefit letter
Record keeper: Empower Retirement
picked. It also tells you which forms
is correct. You will receive this letter
Website:
/plan3
still need to be turned in so DRS can
once DRS calculates your monthly
Phone: 888.327.5596
process your retirement application.
benefit.
Email:
Social Security Administration (SSA)
F Pay any outstanding optional service
F Contact DRS if you do not receive
Website:
credit invoices.
your first payment within one week
Phone: 800.772.1213
of the date listed in your benefit
F If you have Plan 3, decide when you
letter.
Internal Revenue Service (IRS)
want to begin receiving payments
Website:
from your defined contribution
F Ensure the deductions on your
Phone: 800.829.1040
account once you retire. Contact
monthly benefit statement are
Health Care Authority
Empower Retirement to talk about
correct.
Website:
your options.
Phone: 800.200.1004
F If you have a PEBB health plan,
F If you’re eligible for PEBB health care,
contact PEBB Benefit Services with
Public Employees Benefits Board (PEBB)
send your PEBB retiree coverage
any questions you have about health
Website:
/pebb
election form to the Health Care
plan premium deductions.
Phone: 360.725.0440 or 800.200.1004
Authority (HCA).
F Contact DRS if you have
Voluntary Employees’ Beneficiary
F If you are a DCP member, consider
questions about other non-PEBB
Association (VEBA)
contacting DCP to learn about
deductions.
Website:
deferring lump sum payments for
Phone: 888.828.4953
any unused leave.
F Keep your address and beneficiary
information current with DRS.
F Tell your employer your intended
* If you contact us by email, please include the last four
digits of your Social Security number.
retirement date.
F Enjoy your retirement!
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