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.

  • Contact Via Benefits and identify yourself as a Columbia University Officer. Via Benefits will provide general information about the medical plans you may be eligible for when you retire.

  • 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 are age 65 or over when you retire, Medicare is your primary medical coverage. Effective January 1, 2023, Via Benefits will offer retired Officers options through the Medicare Marketplace, and personalized support to best meet the unique health care needs of you and your Medicare-eligible dependents.

  • Effective January 1, 2023, you can continue to enroll in the University-provided dental plan, but you will now be able to select a new individual insurance plan through Via Benefits. These new options may include lower-cost plans with comparable coverage, or plans better suited to your needs.

  • 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.