Retirement Planning

As you near retirement, you'll have questions and need information.

IMPORTANT NOTICE: The benefits below may change due to the 2017 SEBAC Agreement. This page will be updated as detailed information becomes available.

Tools from the Office of the State Comptroller

Estimate your Pension Benefit, Online Workshop, Plan Summary
Social Security Estimator and Online Tools

Information from Human Resources

A Guide to Retirement Benefits
Retirement Checklist

 
Retirement Forms

Form #

Form Name

Who Must Complete

CO-744 Choice of Health Services After Retirement Form All retirees
CO-898
CO-898a
Application for Retirement Benefits
Application for Alternate Retirement Program Retirement Benefits Note: This form will be completed by Human Resources.
The employee only signs the form.
SERS/Hybrid Participants
ARP Participants
CO-899 Income Payment Election – Option “A” SERS/Hybrid participants who elect benefit payment Option A - 50% Spouse
CO-900 Income Payment Election – Option “B” SERS/Hybrid participants who elect benefit payment Option B - 50% or 100% Survivor
CO-901 Income Payment Election – Option “C” SERS/Hybrid participants who elect benefit payment Option C - 10 to 20 Years Period Certain
CO-902 Income Payment Election – Option “D” SERS/Hybrid participants who elect benefit payment Option D - Straight Life Annuity
CO-1047 Spouse Waiver of Monthly Survivor Benefits SERS/Hybrid participants who do not elect Option A or Option B (naming spouse as contingent annuitant)
CO-1068 Retirement – Direct Deposit Authorization and Input Form All retirees
W4P Federal Withholding Tax Form SERS/Hybrid participants
CT W4P CT Withholding Tax Form SERS/Hybrid participants residing in CT