Retirement Checklist

Officers Checklist

  • Notify your department or school in writing at least 90 days before your retirement date.

  • Contact any retirement plan carriers where you have your retirement assets to discuss options 90 days before retirement.  To inquire if any necessary forms are required, please contact TIAA and/or Vanguard.

  • If eligible for a defined benefit pension, request final calculation of your benefit and return the completed forms to the University.

  • If you have a 457 Deferred Compensation Plan, contact Vanguard before retirement to discuss payment options.

  • Contact the Columbia Benefits Service Center for a retirement counseling appointment. Advise if you are currently completing a degree program or have children that are or may be eligible for continued tuition benefits.

  • Faculty should also contact the Office of Faculty Retirement for information on transitioning to retirement.
     
  • If you are 65 or older, 90 days prior to your retirement contact the Social Security Administration at 800-772-1213 to request enrollment in Medicare Part A & B and inquire about Social Security payments.

  • If you are under age 65 at the time of retirement, contact Social Security at least three months prior to your 65th birthday.

How to enroll in retiree medical and dental benefits:
  • FSA, Transit and Parking benefits should be reviewed in order to submit reimbursement for expenses incurred prior to retirement. Submit claims for reimbursement before March 31 of the year following retirement.

  • Dental, life insurance and long-term care benefits can be continued after retirement. Respond to mailings received at home promptly.

  • If you choose retiree medical coverage through the University, expect to receive premium coupons from EBPA to make monthly payments for the medical plan.

  • If you choose retiree dental coverage, complete the required enrollment form and make payments to EBPA.

  • Update your Columbia ID in order to maintain your continued association with Columbia and have access to discounts, library, gym facilities, class auditing, etc.

Support Staff Checklist

  • Notify your department or school in writing at least 90 days before your retirement date.

  • Contact any retirement plan carriers where you have your retirement assets to discuss options 90 days before retirement.  To inquire if any necessary forms are required, please contact TIAA and/or Vanguard.

  • Contact the Columbia Benefits Service Center for a retirement counseling appointment.

  • If eligible for a defined benefit pension, request final calculation of your benefit and return the completed forms.

  • Complete the Beneficiary designation form for the life insurance benefit provided by Columbia University.

  • If you are age 65 or older, 60 days prior to your retirement, contact Social Security Administration at 800-772-1213 to request enrollment into Part A & B and inquire about Social Security payments.

  • If you are under age 65 at the time of retirement, be sure to contact Social Security at least three months prior to your 65th birthday.

How to enroll in retiree medical benefits:
  • FSA, Transit and Parking benefits should be reviewed in order to submit reimbursement for expenses incurred prior to retirement. Submit claims for reimbursement within 90 days of your retirement.

  • Life Insurance benefits can be continued after retirement. Respond to mailings received at home promptly.