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   Eligibility
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 Preparing to Retire
 Pre-Retirement Checklist

 1099-R Form
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 Tax Information

 Plan Handbook

   
  Last Updated: 05/27/2009
 
   Pre-Retirement Checklist
 

Below is a list of organizations to contact before selecting a retirement date.

 Social Security  Call for an estimate before you retire, (800) 772-1213.
 Deferred Compensation  Contact MSRS
 Taxes  IRS, (800) 829-1040.
 Health Insurance  Call your agency's designated insurance representative.
 Investments  Call your financial advisor.
   
   
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Minnesota State Retirement System
60 Empire Drive, Suite 300, St. Paul, MN 55103-3000
Telephone: (651) 296-2761, Toll Free: (800) 657-5757, Fax: (651) 297-5238
E-Mail: info@msrs.us
Please do not include confidential information, such as social security numbers, in email
correspondence with MSRS.
An Equal Opportunity Employer
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