Notification To Clients Regarding Retirement Letter printable pdf download

Notification to Clients Regarding Retirement

It is important to notify current and selected former clients about retirement once the

professional has completed a definite retirement schedule. It is suggested by McGee that this

process is completed within a delineated time period. All current clients should be notified

both orally and in writing. The letter serves as documentation and helps clarify elements of the

retirement. This notification should take place in advance, so that clients have ample time to

work on feelings that might arise. This writer (McGee) suggests a 3 to 6 month period to effect

the retirement for current patients. McGee suggests the following “retirement letter” (with

some revisions by this author):

Dear __________,

To follow up on our recent conversation, I am writing to confirm my decision to

retire, effective ______. After that date, I will no longer be providing mental

health services.

Until my retirement date, I will be available to continue your therapy, and I will

be glad to respond to any questions or comments that you have about the

decision to end my practice. I would also like to discuss your plans, if any, to

continue in therapy after my retirement. If this is your plan, I would like to

discuss potential new therapists with you. If you decide to terminate therapy

following my retirement, but would like the names of therapists in the event that

you decide to return to therapy at some time in the future, please let me know so

we can discuss this matter.

If you select a new therapist before my retirement, please consider signing a

release of information, and I will forward pertinent material from your record to

that person. Following retirement, I will maintain a record of my work with you

for a minimum of ________ years, in accord with Louisiana law. Should copies of

your records be needed, please contact ____________ at ________________,

where arrangements have been made for confidential record retrieval.

In closing, I want you to know how deeply I have appreciated the chance to work

with you. It has been very meaningful for me to have participated in helping you,

and I have admired your ability to confront many difficult problems during our

work together. I hope the best for you.

Sincerely,

_________________________

Notification To Clients Regarding Retirement Letter