Pension Processing Timeline updated
THINGS TO DO BEFORE RETIRING
Please use this as a checklist:
•Please draft a letter informing Personnel and your Supervisor or Department head of your exit. The letter needs to state your last date of employment. It must be signed and dated.

•Please review the estimate provided and fill out the last page(s). That is your Pension Application.

•It is recommended that you speak to a Money manager or a financial advisor before picking your form of benefit. (Remember, this is a life choice and is very important. Your selection is irrevocable.)

•A week before your exit, please be sure that the Pension Office has a Pension application, a copy of your exit letter, an election of Tax withholding, and correct Direct deposit details.

•If you are taking a Lumpsum or partial Lumpsum, there is a document that must be notarized and returned to the Pension office. The form can be found on this website under "Forms and Documents" (Office Personnel are notaries and can do this for you at no charge).

•If you are doing a rollover of funds, please have the account information available as soon as possible. (This will delay the process considerably if it is not available at the time of processing).

Happy Retirement!

 

Deferred Compensation Information

A.R. 70-3 DEFERRED COMPENSATION PROGRAM

457 Vendor Representative Contact Info.

- MissionSquare RetirementAugusto C. GaymerRetirement Plans SpecialistWork: (202) 759-7096Cell: (202) 812-1905eFax: (866) 573-5771Email: agaymer@missionsq.orgWeb: www.missionsq.org

- VALIC Financial Advisors, Inc.Cesar CaramFinancial Advisor | Miami District | Florida RegionAIG Retirement Services701 Brickell Ave., Suite 1950 | Miami, FL 33131Direct +1 305 817 2250 | Cell +1 786 714 4007| Fax +1 786 623 0916Cesar.Caram@aig.com | www.aig.com/RetirementServices

Personnel Employment & Benefits Manager Contact Info.

Rebekah HarvardEmployment & Benefits ManagerPersonnel Department                                                                       776 NE 125th Street                                                                           North Miami, FL 33161305-893-6511 ext. 12305786-659-9445 (Cell)www.northmiamifl.gov

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