Pre-Retirement Planning

If you are thinking about retiring, Cornell provides a number of resources to help you understand your benefits options and make this major transition. You can visit the retirees section of the website for information tailored to those who are already retired.

Upcoming Retirement Workshops

 

Benefit Services presents information on transitioning into retirement and the changes to your benefits. These workshops follow the Retirement & Beyond booklets on this webpage. No registration is required. Contract College Employees: Thursday, March 22, 2018;  Noon - 1:30 pm G01 Biotechnology Building (Racker Room) Presentation Slides (Contract College)   Endowed Employees: Tuesday, March 27, 2018; Noon - 1:30 pm G10 Biotechnology Building (Lecture Room) Presentation Slides (Endowed)

Overview

The Retirement & Beyond booklets provides an overview of what you need to do to prepare for retiring, and what happens to your benefits when you retire. Note that there are different benefits based on whether you are retiring from an Endowed or Contract College position.

Endowed

• Retirement & Beyond Booklet (pdf)
• Aetna 80/20 Retiree Plan
• Sample Retirement Letter (Endowed)

Contract College (New York State)

• Contract College Retirement and Beyond Booklet (pdf)
• Sample Retirement Letter (Contract College)
• NYSERS Benefit Calculator (use information from your annual statement or get it from NYSERS)
• Retirement Online
• NYSERS Retirement Forms
• PS-404 Form (pdf)
• PS-404 Form Instructions (pdf)
• Dual Annuitant Form (pdf) (PS-405 Form)
• What If I Work After Retirement - for NYSERS members
• Working After Retirement - for all Contract College retirees

Related: 

• Financial Tools
• Social Security guide "What You Can Do Online" (pdf)

 

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