Ready to Retire

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You’ve completed you Steps to Prepare and its now 90 days or less from your target retirement date. You’re ready to retire! What’s next?

It’s time to make it official by submitting your retirement paperwork and completing any final transactions.

  • Click the 3 Months Before tab at left for retirement application options and timely action steps you will want to take during the 3-month retirement window.
  • Download any of the forms you will need to submit from the list below.
  • Review other items to complete on your Retirement Date and After.

Reminder: You can only submit your application 90 days or less from your retirement date. Applications with dates outside of the 90-day window cannot be processed and must be resubmitted.

While you are completing your retirement process, you may want to have the Service Retirement Guide on hand for reference, and use the Retirement To-Do List for tracking your completed forms.

List of Retirement Forms

Completing your required paperwork timely and accurately is extremely important during the retirement process, so we’ve compiled everything you need in one place.

Here are the essential forms you will need to complete and submit during the retirement process.

Retiree Healthcare Forms

Visit our Retiree healthcare section and Benefits Guide for general information about LACERA-administered healthcare benefits and medical plan overviews. Visit the Retiree Healthcare Forms and Publications page for a full list of forms, samples, brochures and rate tables, and healthcare packets.

Other helpful reference materials for your enrollment:

Other Documents You May Need to Submit

  • If divorced: Complete copies of conformed divorce/dissolution of partnership documents for legal review (Judgment of Dissolution, Notice of Entry of Judgment, and Qualified Domestic Relations Order) Read more about pre-retirement divorce and community property laws.
  • For Plan E members subject to the Windfall Elimination Provision (WEP): Social Security Administration statement verifying your reduced benefit amount. You must provide to LACERA within six months of your retirement date.

Survivor Benefits While Your Retirement Application Is Pending

In order to secure retirement benefits and related retired death benefits, LACERA must receive your signed election form prior to your passing (retirement eligibility rules apply). If you would like to give the authority to initiate your retirement to another individual, please read the Power of Attorney information below.

Recommended: LACERA Special Durable Power of Attorney

Accidents and illnesses happen. It’s an unfortunate part of life. That’s why it’s important to plan ahead and have the right documents in place in the event you become unable to handle your own affairs. Having a LACERA special durable power of attorney in place ensures that your spouse, partner, or other trusted individual can conduct important LACERA business on your behalf if needed.

How to Submit Your Documents

  • Upload on My LACERA (Recommended: It’s fast, easy, and convenient.)
  • Use the secure drop box at our 300 N. Lake location
  • Fax to 626-564-6155
  • Mail to LACERA at P.O. Box 7060, Pasadena, CA 91109-7060