JSU Newswire
Jacksonville, Alabama

Retirement Planning Seminar Forms Due Friday, March 5th

March 1, 2004 -- Human Resources invites you to attend the 14th annual Retirement Planning Seminar on Thursday, April 8 from 6 p.m. to 8:30 p.m. on the 11th floor of Cole Library. The meeting will include speakers from TIAA/CREF, Teacher's Retirement System, and the Social Security Administration. The agenda for the evening is as follows:

  • 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 benefits 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 Friday, March 5. The TRS and TIAA/CREF statements will be available the evening of the seminar. The Social Security Administration will allow you 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 at that site 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 April 8. Please call Human Resources (ext. 5007) if you have questions.


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, 2004, your retirement date is January 1, 2005.

You may request estimate for one or two retirement dates.

Estimated date(s) of retirement

 (1) ___________________________________________ 

(2) ___________________________________________

Please return to Human Resources (329 Bibb Graves Hall) by Friday, March 5, 2004.
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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