go to the UA web site: http://www.arizona.edu/ under "Faculty & Staff" click on "Employee Services" under "Career:" click on "Retirees & Retirement Planning" under "Planning for Retirement:" click on "Pre-Retirement Workshops" click on "Schedule/Registration" select a date for the Arizona State Retirement Plan (ASRS) and click on "Next" ... talk is about 2 hours
go to the ASRS web site: http://www.azasrs.gov under "Member Education" click on "Getting Ready for Retirement" click on "Getting Ready for Retirement - Tucson area schedule,
" pick a meeting date and time -- meeting is about 3 hours call (520) 239-3100 to sign up for the meeting
go to http://www.azgu.gov (this is the less than functional YES system, once was the STARS system). Call ADOA 1-800-304-3687 (this was a fairly fruitless and annoying process, including long intervals of stunned and confused silence as I explained to the person listening that I was retiring soon and wanted to attend an ADOA seminar. Expect to bounch through at least 4 different individuals and phone numbers, including: 1-602-542-4700 1-602-542-4146 The last number is Jerry Freeman, a recommended person in HR/benefits that I am told can answer questions in lieu of the class.
As a university employee, you have the option of continuing with ADOA health benefits (which is what you have right now if you are a benefits eligible U or A employee, whether you realize it or not). Howard says this is a much better option than the ASRS health benefits. Of course you should get the figures and check for yourself.
state last day of work, state first date of retirement (the following day) Turn in to supervisor, who should submit to business office (Susan).
turn in to ASRS, 7660 E. Broadway Blvd., Suite 108.
turn in to UA Human Resources, ground floor in USB.
"Retiree Section" of "Retiree Accumulated Sick Leave Program - Application and Certification Form" GAO-SL-50 IRS Form W-4 Arizona Form A-4 RASL Deferral Notification Form (I did not do this one, it is optional) RASL Checklist to Accompany Form GAO-SL-50 turn in to UA Payroll/Financial Services, room 402 in USB.
This is for Medical, Dental, and/or Vision, available through the state.` Send the form to ADOA Benefit Office, Phoenix, address at end of form. I did not do this, I get my health insurance through my wife, who still works at UofA.
Some notes on this. I have been given some sage advice to NOT deny these benefits entirely, but to "stay in the system" somehow. This can be done by enrolling in say individual dental or something. Then at any subsequent open enrollment or qualifying event, I could enroll for full medical coverage or whatever. If I deny benefits entirely when I retire, then I am out for good and that is that.
Note also, that the state supplies up to a $150 credit or supplement which you can apply towards coverage like this by your spouse (and/or the suggested individual dental mentioned above). Considering just the dental for a moment, this is perhaps $30 per month, so staying in the system would be fully reimbursed and would cost me nothing. I am told that you need to apply for this reimbursement periodically (like every 6 months or year). As I understand all of this, I could claim $30 per month for the dental, then up to $120 per month to cover my part of any health plan I might enroll in. (See below under "January and July").
You will get a letter from the ASRS congratulating you and announcing that you will get an estimated retirement check.
These are good for "Zone 1" lots and "South of 6th St." lots. Verify that you are officially known to be a "retiree" go to http://www.arizona.edu click on "Phonebook" in the top menu enter your name "type:" should be "retiree" Fill out "Parking Permit Application" Turn it in to the UA Parking Office on Sixth Street. You can park in the Sixth Street parking structure. Take the ticket with you, and the Parking Office will give you a credit slip to pay the parking fee.
Fill out the Exit Survey at http://www.hr.arizona.edu/exitsurvey
If your spouse has State medical or dental insurance, and includes you as a dependent, you can get some money to help with the cost of that.
This will be for the expenses of the previous 6 months. Fill out the ASRS form "Reimbursement of Medical and/or Dental Cost" Section 1: check mark "Active Member" (this is who is currently working). Section 2: check mark "Retired Member". Sections 3 and 4: filled out by Active Member's Benefit office. Turn in to your spouse's Benefit office.
Tom's Info / firstname.lastname@example.org