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Annual Retirement Planning Seminar March 31

January 27, 2005 -- The Office of Human Resources invites you to attend the 14th Annual Retirement Planning Seminar.

 

DATE:           Thursday, March 31, 2005

TIME:            6:00 p.m. to 8:30 p.m.

LOCATION:  Cole Library 11th floor

 

We have invited speakers from TIAA-CREF, Teacher's Retirement System and Social

Security. The agenda for the evening is:

 

6:00 - 6:15 - Welcome

6:15 -7:00  - TRS

7:00 - 7:15 - Break

7:15 - 8:00 - TIAA/CREF

8:00 - 8:30 - Social Security

 

Individual benefit statements may be obtained from TRS and TIAA/CREF. If you wish to receive an individual benefit statement from these organizations, please complete the form below and return to Human Resources by Monday, February 7, 2005.  The TRS and TIAA/CREF statements will be available the evening of the seminar.

 

The Social Security Administration will allow your to order an Earning and Benefits Statement on-line.  You may do so at the web site www.socialsecurity.gov/statement.  The statement will be mailed to your home.  Be sure to scroll to the bottom of the page and click on the “Request a Statement” button.

 

Spouses, family members, or guests are welcome to accompany you. We look forward to seeing you on March 31.  Please call Human Resources (ext. 5007) if you have questions.

 

 

RETIREMENT BENEFIT PROJECTIONS

 

Employee Name ________________________________________________

 

Employee DOB _________________________________________________

 

Employee SSN ______ - ______ - ________

 

Second Annuitant's Name __________________________________________

 

Second Annuitant's DOB ___________________________________________

 

 

 

 

 

Retirements are always effective on the first day of the month.  For example, if you work through December 31, 2005, your retirement date is January 1, 2006.  You may request an estimate for one or two retirement dates.

 

Estimated date(s) of retirement

 

(1) ___________________________________________

 

(2) ___________________________________________

 

 

Please return to Human Resources (329 Bibb Graves Hall) by Monday, February 7, 2005.  If the information is received after that date, we cannot guarantee that your benefits illustrations will be completed in time for the seminar.  (Forms may be returned by e-mail or campus mail).

 

 



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