THINKING THINKING ABOUT ABOUT

RETIREMENT??RETIREMENT??

OVERVIEWOVERVIEW

Our goal is to reduce the stress and Our goal is to reduce the stress and anxiety felt at retirement.anxiety felt at retirement.

Our purpose is to answer the most Our purpose is to answer the most frequently asked questions.frequently asked questions.

Our aim is to put to rest the Our aim is to put to rest the misinformation about retirement misinformation about retirement through education.through education.

Retiring under TRS?Retiring under TRS? Always review your yearly statement online at Always review your yearly statement online at www.trsga.com for for

accuracy. This helps you avoid surprises and delays at retirement accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you have questions, contact due to un-posted service credit. If you have questions, contact TRS at (404) 352-6500TRS at (404) 352-6500

Schedule a meeting with a TRS Counselor:Schedule a meeting with a TRS Counselor: Contact TRS at (404) 352-6500 Contact TRS at (404) 352-6500 Contact Mai-lan Williams at Contact Mai-lan Williams at mlwilliams@Atlanta.k12.ga.us or call (404) 802- or call (404) 802-

2377 two weeks prior to your appointment to have an estimated sick leave 2377 two weeks prior to your appointment to have an estimated sick leave form faxed to TRSform faxed to TRS

Next you need to go online to Employee Self-Service at http://e-Next you need to go online to Employee Self-Service at http://e-aps.apsk12.org to separate from Atlanta Public Schools. Put in your aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your recordsRemember to print your confirmation for your records

Log onto www.trsga.com to login your personal TRS account, click Log onto www.trsga.com to login your personal TRS account, click Apply for Retirement and follow the prompts. Print your Apply for Retirement and follow the prompts. Print your confirmation and return all applicable documents to TRS for confirmation and return all applicable documents to TRS for processing. processing.

Retiring under TRS cont.Retiring under TRS cont. Complete the Retirement Certification and Sick Leave Certification on Complete the Retirement Certification and Sick Leave Certification on

the TRS website. TRS will notify APS online once the forms are the TRS website. TRS will notify APS online once the forms are completed and APS will respond accordingly. completed and APS will respond accordingly.

The Unused Sick Leave Instruction Sheet can be found on the Lawson The Unused Sick Leave Instruction Sheet can be found on the Lawson Self-Service Portal under Benefits. The completed sheet must be Self-Service Portal under Benefits. The completed sheet must be returned to Mai-Lan Williams, Retirement Benefits Specialist, in the returned to Mai-Lan Williams, Retirement Benefits Specialist, in the Employee Benefits Department. The can be faxed to (404) 802-1401, Employee Benefits Department. The can be faxed to (404) 802-1401, emailed to mlwilliams@Atlanta.k12.ga.us or sent through U.S. emailed to mlwilliams@Atlanta.k12.ga.us or sent through U.S. mail/school mail. mail/school mail.

APS will not forward your Final Sick Leave Forms before your last day of APS will not forward your Final Sick Leave Forms before your last day of work.work.

Sick leave credit will be calculated by TRS approximately 30 to 90 days Sick leave credit will be calculated by TRS approximately 30 to 90 days after retirement and an adjustment will be made to your monthly after retirement and an adjustment will be made to your monthly pension check. pension check.

Payment for unused leave days will be made after your last pay, which Payment for unused leave days will be made after your last pay, which includes any summer salary pay (if applicable).includes any summer salary pay (if applicable).

Retiring under GEPP Retiring under GEPP (City Pension)(City Pension)

Always review your yearly statement for accuracy. This helps Always review your yearly statement for accuracy. This helps you avoid surprises and delays at retirement due to un-you avoid surprises and delays at retirement due to un-posted service credit. If you did not receive a statement, posted service credit. If you did not receive a statement, contact the GEMGroup at (404) 525-4191 and request onecontact the GEMGroup at (404) 525-4191 and request one

Call the GEMGroup if you want an estimate of your pension Call the GEMGroup if you want an estimate of your pension benefitsbenefits

Next you need to go online to Employee Self-Service at Next you need to go online to Employee Self-Service at http://e-aps.apsk12.org to separate from Atlanta Public http://e-aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee network password. Click Employee Self Service; employee separation; and follow the prompts to retire. separation; and follow the prompts to retire. Remember to Remember to print your confirmation for your recordsprint your confirmation for your records

Wait for the acknowledgement letter from the Records Wait for the acknowledgement letter from the Records Management Department and follow their instructionsManagement Department and follow their instructions

Retiring under GEPP cont.Retiring under GEPP cont.

The Pension Clearance form will need to be completed and The Pension Clearance form will need to be completed and returned to Mai-Lan Williams in the Employee Benefits returned to Mai-Lan Williams in the Employee Benefits Department, along with proof of age – Birth Certificate by fax Department, along with proof of age – Birth Certificate by fax at 404-802-1401, email to mlwilliams@atlanta.k12.ga.us, or at 404-802-1401, email to mlwilliams@atlanta.k12.ga.us, or mail to 130 Trinity Ave., Atlanta, GA 30303mail to 130 Trinity Ave., Atlanta, GA 30303

APS can not forward your Pension Clearance form until you are APS can not forward your Pension Clearance form until you are completely off payrollcompletely off payroll

Annual and Sick leave payments will be made after you Annual and Sick leave payments will be made after you receive your last regular paycheckreceive your last regular paycheck

Once the Pension Clearance Form is received by the Once the Pension Clearance Form is received by the GEMGroup, they will do the calculations and present the GEMGroup, they will do the calculations and present the calculations to the City’s Pension Board for approval. The calculations to the City’s Pension Board for approval. The GEMGroup will notify you once approvedGEMGroup will notify you once approved

Retiring under ERSRetiring under ERS Always review your yearly statement online at Always review your yearly statement online at

www.ers.ga.gov for accuracy. This helps you avoid surprises www.ers.ga.gov for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If and delays at retirement due to un-posted service credit. If you have questions, contact ERS at (404) 350-6300.you have questions, contact ERS at (404) 350-6300.

Schedule a meeting with an ERS Counselor:Schedule a meeting with an ERS Counselor: Contact ERS at (404) 350-6300 Contact ERS at (404) 350-6300

Next you need to go online to Employee Self-Service at Next you need to go online to Employee Self-Service at http://e-aps.apsk12.org to separate from Atlanta Public http://e-aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee network password. Click Employee Self Service; employee separation; and follow the prompts to retire. separation; and follow the prompts to retire. Remember to Remember to print your confirmation for your recordsprint your confirmation for your records

Log onto www.ers.ga.gov to download the Service Log onto www.ers.ga.gov to download the Service Retirement Application and submit it to ERSRetirement Application and submit it to ERS

Retiring under ERS cont.Retiring under ERS cont.

ERS will notify APS once your application has been received ERS will notify APS once your application has been received to request a certified leave balance (annual/sick leave)to request a certified leave balance (annual/sick leave)

Payment for your unused leave days will be made after Payment for your unused leave days will be made after your last pay, which includes any summer salary pay (if your last pay, which includes any summer salary pay (if applicable)applicable)

CONGRATULATIONS CONGRATULATIONS ON ON

YOUR RETIREMENT!!!YOUR RETIREMENT!!!