Retirement Checklist

Things to Do
	Review the Planning for Retirement Checklist.	Before you retire
	Confirm with your supervisor/manager what your retirement date will be. Discuss with your supervisor/manager if you want to extend your retirement date by vouching Flexible Time Off.	Before you retire
	Notify the Employee Services Organization that you intend to retire and advise them of your retirement date. Also advise them if you are eligible for the International Retirement Guarantee or the Global Retirement Supplement. A Retirement packet including instructions and forms will be sent to you within 48 hours of your notification.	Before you retire
	Complete your final timecard on a paper timecard and send it (or fax it) immediately to the Employee Services Organization. Contact your Administrative Assistant for a blank paper timecard. If you are an exempt employee, you should NOT submit an Online Timecard for the pay period in which you terminate. You must use a paper timecard for this final pay period.	When you retire
	If you would like to change your federal or state W4 withholdings for your final paycheck, you may review and elect to change your current withholdings.	Before you retire
	If you are taking a course for which Educational Assistance is being provided, submit all online Educational Assistance forms prior to retiring and notify the YourCorp Education Card Administrator to deactivate your card.	Before you retire
	Provide your supervisor/manager with any Company equipment in your possession, such as name badge/access card, computers (office/home), laptop, printer, dictating equipment, answering machine, fax machine (office/home), pager, cellular phone, calculator, etc.	When you retire
	Turn over all YourCorp confidential files, account files, records, sample merchandise, display material, etc., to the appropriate person in your department.	When you retire
	Notify the Fleet department and make arrangements to return your Company car. Be sure to turn in your Personal Use Declaration Form (provided by your Fleet department), since this has an impact on the auto income and taxes reported on your W2.	When you retire
	If eligible, enroll yourself and your spouse/domestic partner, if applicable, in the Post-Employment Medical Plan within 30 days after your retirement date or forever forfeit your right to the coverage. Note: If you have a spouse/domestic partner who works for YourCorp and you are considering obtaining health coverage through him/her at your retirement, it is important that you contact the Employee Services Organization to discuss the situation.	Within 30 days after retirement
	To convert your YourCorp LIFE Insurance, request a copy of the conversion form.	Within 31 days after retirement
	(Only applicable if your spouse/domestic partner is an active YourCorp employee at the time of your retirement) For dental coverage, you and the dependents you cover may be enrolled in your spouse/domestic partner's coverage. To enroll, your spouse/domestic partner must follow the enrollment process.	Within 30 days after retirement
	You may be eligible to continue your medical and/or dental coverage through COBRA after you terminate. You must request a copy of the COBRA Election form, complete it, and return it to the COBRA Administrator within the required time.	Required time specified in Retirement packet
	If applicable, update your address/phone to ensure you continue to receive important mail, such as your W-2. If you're planning to move after your retirement date, use the hardcopy Change of Record Form in your retirement packet, and return (the form) to the Employee Services Organization.	After retirement
	You also may want to update your records with the state department that issues drivers' licenses.	No Limit
	Once you retire, you may no longer contribute to any Reimbursement Accounts. However, you may submit claims for eligible Dependent Care and Health Care expenses incurred through December 31st of the year in which your contributions end.	By May 31st of the year following retirement
	If you are eligible for the Retiree Survivors' Benefit Plan, identify your primary beneficiary by completing the Retiree Survivors' Benefit Plan Designation form that you receive in your Retirement packet.	No Limit
	If you wish to continue your Long-term Care coverage, notify the Program Administrator to arrange for direct billing. If you do not participate, you and your other eligible family members may enroll.	Within 90 days after retirement
	If you wish to continue your Group Universal Life coverage, notify the Program Administrator to arrange for direct billing.	Soon after retirement
	The Employee Services Organization will send you a letter advising you of the taxes that you owe for the vesting of your Restricted Company Shares in the Stock Purchase Plan. Pay the taxes immediately to avoid a delay in receiving your shares.	6 to 8 weeks after retirement
	You must exercise any unexpired qualified stock options.	Within 3 months after retirement
	You must exercise any unexpired non-qualified and discounted stock options.	Within 3 years after retirement
	If you are eligible for the Gold-colored Badge, two badges will be mailed to your home address shortly after your retirement. If you do not receive these badges, contact the Employee Services Organization for replacements.	Soon after retirement
	Check out other Retiree Services for which you may be eligible.	Soon after retirement
	Check out the American Association of Retired Persons (AARP), a nonprofit, nonpartisan organization dedicated to helping older Americans.	No Limit
	If you retire before October 31, you will not be eligible for Service Awards/Stock Awards.	Prior to retirement