Preparing to Retire
Retiring Under TRS 1 Rules



Under TRS 1, you are eligible for a service retirement if you are:

  • any age with at least 30 years of service credit,
  • age 60 or older with at least 5 years of service credit, or
  • age 55 or older with at least 25 years of service credit.

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Prepare to Retire

  1. Contact the Department of Retirement Systems within six (6) months of your projected retirement date to request an estimate of your retirement benefit and the PERS Retirement Income Election forms. Complete and return the forms to DRS.
  2. If you are retiring at age 65 or greater and you wish to enroll in the PEBB Retiree Medical Insurance benefit (Medicare Parts A and B), contact the Social Security Office. We recommend enrolling in this program three (3) months prior to your retirement date.
  3. Contact the Benefits Office to request a Retirement Packet.
  4. Notify your supervisor, department chairman, or dean of your projected last day of work.
  5. Within 30 to 60 days of your retirement date, complete and return the the VEBA Enrollment Form—it will be found in your retirement packet.
  6. Complete and return additional online retiree forms to make further elections or changes.
  7. Complete the Life Insurance Portability Form (optional).
  8. For life insurance conversions , please contact the Benefits Office.

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Additional Information

Do you know how much your retirement benefit will be? Do you know what other income will you have available to you in retirement? See the DRS Lifetime Retirement Planning website for answers to these and other questions. Use the benefits estimator tool and/or download checklists and publications here too.

Refer to the Social Security Office Retirement Estimator Benefit Calculator for an estimate of your social security retirement benefit.

Are you considering post-retirement WWU employment? If so, note that this requires a minimum of one full calendar month break in service after retirement—no exceptions—as well as other post-retirement employment restrictions. Failure to understand and track post-retirement employment limits can result in the retiree's loss of pension.

Retirement Compensation Calculation for July 2009–June 2011:
Laws of 2009; Chapter 30

In calculating average final compensation under this law for a member of PERS plan 1, 2, or 3, the Department of Retirement Systems (DRS) shall include any compensation forgone by the member during the 2009-2011 fiscal biennium as a result of reduced work hours, voluntary leave without pay, or temporary furloughs if the reduced compensation is an integral part of the employer's expenditure reduction efforts, as certified by the employer. At retirement, certification for WWU retirees will be provided by the Benefits Office directly to DRS. Neither retirees nor their departments need to provide special information to facilitate this certification. Please contact DRS directly for more information.

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Page Updated 11.26.2013