Required Proof Documents at Retirement

The State requires that employees provide copies of government-issued documents with their retirement application as indicated below:

Birth Certificates
for employee, your spouse (or Contingent Annuitant) and each child to be enrolled in retiree health benefits

Important Notes:

  • The name on the birth certificate must match the name on the retirement forms, or be the maiden name as reflected on the marriage certificate (for married participants). If the name is different, court documents can be provided as proof of a name change or the person can complete a Name Affidavit.
  • If the birth certificate is not in English, a certified translation must also be provided.
  • The State will not accept birth certificates from Puerto Rico issued prior to July 1, 2010.
  • Persons born outside of the US who do not have a birth certificate must complete a Birth Affidavit.

Marriage Certificate
for married employees

Important Notes:

  • For proof of marriage, the State requires a government issued marriage license/certificate. A religious or ceremonial record is not sufficient. Individuals who are unable to provide a government issued marriage license/certificate must also complete a Marriage Affidavit.
  • If the marriage certificate is not in English, a certified translation must also be provided.
  • Employees married outside of the US who do not have a marriage certificate must complete a Marriage Affidavit.

Medicare Card
for retirees and spouses age 65 and older who will be enrolled in retiree health benefits

Please note: The Medicare Card does not need to be provided in advance of retirement. Retiree health benefits are effective the month following retirement. The Medicare card is proof of enrollment and is required for reimbursement of Medicare Part B premiums.

Letter from Social Security with Medicare Part B Premiums
for retirees and spouses age 65 and older who will be enrolled in retiree health benefits

Please Note: This letter does not need to be provided in advance of retirement. If you are a higher wage earner who will be subject to an Income Related Monthly Adjustment Amount (IRMAA), you will want to provide a copy of the letter that reflects the IRMAA amount.